STRUCTURAL ALPHA

Owner

Goods & Services

Investment advisory services featuring tax-efficient management of equity portfolios through the use of exchange-traded funds; wealth management services; Investment management services, namely, structuring and management of exchange-traded funds designed to reduce shareholder-level tax liability; financial consultation in the field of tax-efficient investment portfolio restructuring; investment advisory services, namely, assisting others in the planning, development, and establishment of exchange-traded funds; providing on-line financial calculators

Business consultation services in the field of practice structuring and implementation for wealth management and investment advisory firms

Downloadable documents in the field of tax-efficient wealth management and investment structuring provided via a website; downloadable printable educational materials in the field of tax-efficient wealth management and investment structuring; downloadable educational materials, namely, printable playbooks, pamphlets, and workbooks in the field of tax-efficient wealth management and investment structuring; downloadable instructional materials in the field of tax-efficient wealth management and investment structuring; downloadable software for calculating financial impacts of implementing particular wealth management and financial advisory strategies

Providing a website featuring technology that enables users to calculate financial impacts of implementing particular wealth management and financial advisory strategies

Educational services, namely, conducting seminars and workshops in the field of tax-efficient wealth management and investment structuring; providing a website featuring non-downloadable publications in the nature of articles, playbooks, and instructional materials in the field of tax-efficient wealth management and investment structuring