INVECTRA

Owner

Goods & Services

Financial advisory services; Trustee services; Capital investment services; Insurance brokerage services; Financial asset management; Financial management; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial information and advisory services; Financial portfolio management; Estate planning; Providing information in the field of estate planning; Fiduciary representatives; Financial planning; Financial planning consultation; Financial advice on retirement; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Private equity fund investment services; Private equity consultant services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Real estate investment services; Real estate investment trust management services; Consulting services in the field of employee benefit plans concerning insurance and finance; Providing counseling and consulting in the field of healthcare insurance benefits; Providing information in the field of employee financial benefit plans; Financial advice relating to tax; Fiduciary tax payment processing services; Real estate services, namely, tax appraisals; Family office investment advisory services; Family office investment management services