INTENTIONAL FUNDS

Owner

Goods & Services

Capital investment; Advice relating to investments; Capital investment consulting; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment analysis and stock research; Financial investment in the field of securities; Financial management in the field of securities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity; Investment management; Investment management in the fields of municipal bonds, securities, retirement, private and public equity; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of municipal bonds, securities, retirement, private and public equity; Private equity fund investment services; Providing financial information, news, and commentary in the field of political campaigns; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in the field of finance via a website; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management

Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market