ONEWELL

Owners

Goods & Services

Outsource service provider in the field of financial consultancy; Investment consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment consultation in the fields of faith-based institutions, nonprofits, and family foundations; Investment of funds for charitable purposes; Providing information regarding financial investment strategies for faith-based institutions, nonprofits, and family foundations; Providing information regarding financial investment strategies; Financial planning and investment advisory services; Financial management in the field of faith-based institutions, nonprofits, and family foundations; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Management of a capital investment fund; Investment management; Financial risk management consultation; Financial risk management; none of the foregoing in the healthcare industry