Financial services, namely, investment advice, investment management, financial planning, investment consultation, and investment of assets and funds for others, including individuals and entities; financial consultation rendered to plan sponsors, institutions, and family trusts, namely, investment advice, asset allocation analysis, performing investment manager searches

'advic':5,36 'alloc':38 'analysi':39 'asset':15,37 'consult':11,25 'entiti':23 'famili':32 'financi':1,8,24 'fund':17 'includ':20 'individu':21 'institut':30 'invest':4,6,10,13,35,41 'manag':7,42 'name':3,34 'other':19 'perform':40 'plan':9,28 'render':26 'search':43 'servic':2 'sponsor':29 'trust':33

Cost management for the financial plans for others; financial record-keeping for 404(c) regulatory compliance purposes

'404':14 'c':15 'complianc':17 'cost':1 'financi':5,9 'keep':12 'manag':2 'other':8 'plan':6 'purpos':18 'record':11 'record-keep':10 'regulatori':16

FIDUCIENT ADVISORS

Owners

Goods & Services