FOCUS PARTNERS INSTITUTIONAL

Owner

Goods & Services

Financial services, namely, wealth management services, investment advice, investment management, and investment consultation; Financial planning and investment advisory services; capital investment services, namely, investing in financial, investment, and consulting services providers; royalty administration, namely, financial administration of royalty payments; employee financial benefit plans and investment consulting services; Financial services, namely, equity capital investment in wealth management firms

Business management advice; consulting services, namely, providing practice management, investment modeling, risk management, and back-office support in the fields of financial planning; Providing business advice in the field of investment policies, including investment objectives, risk tolerance, and portfolio constraints and spending; royalty administration services, namely, accounting services in the field of royalties; Tax consulting services; Tax preparation; Accounting services; business management consulting services for wealth management firms

Educational services, namely, providing advice and training to employees in the field of financial planning; Providing online non-downloadable videos in the field of wealth management services