HELPING THE WORLD SAVE

Owners

Goods & Services

Financial consulting services; real estate investment consulting services; investment portfolio manager evaluation services; investment portfolio monitoring services; investment consultation and analysis services, namely, investment portfolio performance analysis services; financial and investment research, namely, securities, commodities and real estate investment research services; currency brokerage services; trust and investment management services; commodities investment management services; securities brokerage services; mutual fund administration services; providing financial information by electronic means; financial services in the nature of an investment security, and providing on-line financial calculators

Printed financial publications, namely, financial reports, financial booklets, financial newsletters, financial brochures, and financial books, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; printed materials, namely, printed listings of investment securities and an index based on securities values

Educational services, namely, conducting classes, conferences, educational programs via teleconferences, seminars, workshops and tutorial sessions, in the financial, investment, retirement plan, non-qualified plan, and non-profit fields

Downloadable electronic publications, namely, financial reports, financial booklets, financial newsletters, financial brochures, and financial books, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; downloadable electronic publications, namely, listings of investment securities and an index based on securities values; electronic, magnetic, optical and other machine-readable media, namely, compact disks and magnetic disks featuring financial information for use in the financial, investment, retirement plan, and non-qualified plan fields; audio visual recordings in the financial, investment, retirement plan and non-qualified plan fields

Providing and updating an index of securities values for others and providing rules as to the makeup of the index