THE WE INVESTORS

Owners

Goods & Services

Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, exchange traded funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, asset management services, and investment consultation services for institutional investors and individuals; investment management and sales support services provided to financial advisors; investment tracking and investment analysis services; providing news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues