FORWARD INVESTMENT SERVICES

Owners

Goods & Services

individual retirement account services; employee retirement account services; personalized financial planning services; investment account services; trust services, namely, investment and trust company services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits trust administration, management and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administration, management and financial planning services; trustee and custodial services; brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment advice and management services in the fields of securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; on-line trust services; providing information by on-line means and via a global computer network in the fields of finance, economics, investment, financial planning, and investment strategy