LIFESTAGE PORTFOLIOS

Owners

Goods & Services

Financial asset management; financial investment services in the nature of financial asset management in the field of turnkey asset management; financial investment services, namely, financial investment brokerage, financial investment analysis, investment management; financial advisory services; financial and administrative services, namely, financial consultation, financial analysis, financial trust administration; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal or credit or debit card over a global data network; financial planning, advisory, and management services; financial portfolio analysis services; financial portfolio management; asset management, namely, cash management, investment management, financial risk management, capital investment consulting, and related services, namely, financial consultancy, excluding all of the above services used in connection with pension, retirement, and other employee benefit plan accounts for clergy and employees of churches and other church-related entities, and the beneficiaries of those individuals