NEXAVEST

Owners

Goods & Services

Advice relating to investments; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Financial research; Financial risk management; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely providing on-line stored value accounts in an electronic environment; 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 fund transfer and transaction services; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services