FIDUCIARY STANDARDS

Owner

Goods & Services

Analysis and evaluation of the business practices, policies and processes of businesses and organizations; analysis and evaluation of the business practices, policies and processes of businesses and organizations for the purpose of certification

Consulting services in business organization and management; business consulting services, namely, providing assistance in development of fundamental business practices, policies and processes and developing management strategies, plans, and documents for others based upon such business practices, policies and processes; business consulting services, namely, providing assistance in development of business strategies and creative ideation; business information services, namely, providing information comparing business practices, policies and processes; provision of business evaluation information; providing independent ratings and reviews of business organizations and their management for general purposes; providing advice and assistance to business organizations to enhance their business practices, policies and processes

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management