DOWNSIDE DEFENDER

Owner

Goods & Services

providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation

online electronic newsletters delivered by email in the field of personal finance and financial planning

financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, and financial portfolio analysis services; financial investment with customer-selected loss protection provided by adjusting investment allocations

printed materials, namely, periodic reports and customized investor reports in the fields of financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments