Financial services, namely, a mutual fund wrap fee program in which an investment adviser chooses among a group of mutual funds to create a specialized portfolio of mutual fund investments for a client, based on stated investment criteria and asset allocation services

'advis':14 'alloc':41 'among':16 'asset':40 'base':34 'choos':15 'client':33 'creat':23 'criteria':38 'fee':8 'financi':1 'fund':6,21,29 'group':18 'invest':13,30,37 'mutual':5,20,28 'name':3 'portfolio':26 'program':9 'servic':2,42 'special':25 'state':36 'wrap':7

FAS

Owner

Goods & Services