PACIFIC AM

Owner

Goods & Services

Financial services, namely, financial advisory services, financial management, financial portfolio management, and financial wealth management; banking and fiduciary representative services; financial and fund management, namely, active, passive, and systematic investment strategies; capital investment services; financial investment brokerage services; life insurance underwriting; trustee services; financial valuations; financial consultations; financial advisory services provided via the internet; financial asset management services; advisory, financial planning, information and consultancy services relating to financial affairs, investments and wealth management

Downloadable electronic publications in the nature of articles and newsletters in the field of wealth and asset management; downloadable computer software for wealth and asset management

Educational services, namely, conducting workshops, classes, seminars and conferences in the field of wealth and asset management; providing online non-downloadable publications in the nature of newsletters and articles in the field of wealth and asset management

Business assistance, management and administration services in the field of wealth and asset management; business information in the field of wealth and asset management; market research services in the field of wealth and asset management

Software as a service services featuring software for wealth and asset management; providing temporary use of online non-downloadable software for wealth and asset management; hosting of portals in the nature of hosting websites on the internet; computer systems design of information systems relating to finance