EFFICIENT INDEXING

Owner

Goods & Services

Financial wealth management services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs