Consulting services in the field of mutual funds and in the field of other financial services

'consult':1 'field':5,12 'financi':15 'fund':8 'mutual':7 'servic':2,16

Educational services, namely, conducting classes, seminars, lectures and workshops in the field of mutual funds and other financial services

'class':5 'conduct':4 'educ':1 'field':12 'financi':18 'fund':15 'lectur':7 'mutual':14 'name':3 'seminar':6 'servic':2,19 'workshop':9

Business consulting services in the field of the marketing of financial services; developing promotional campaigns for financial service providers; market analysis services rendered to financial service providers; public relations services rendered to financial service providers; promoting the financial services of others, namely, mutual fund companies and other financial service providers through the distribution of printed materials and by means of an Internet web site; dissemination of advertising matter on behalf of financial service providers

'advertis':67 'analysi':21 'behalf':70 'busi':1 'campaign':15 'compani':45 'consult':2 'develop':13 'dissemin':65 'distribut':53 'field':6 'financi':11,17,25,33,38,48,72 'fund':44 'internet':62 'market':9,20 'materi':56 'matter':68 'mean':59 'mutual':43 'name':42 'other':41 'print':55 'promot':14,36 'provid':19,27,35,50,74 'public':28 'relat':29 'render':23,31 'servic':3,12,18,22,26,30,34,39,49,73 'site':64 'web':63

ROBERT POZEN

Owners

Goods & Services