UNIVERSITY STYLE INVESTING

Owners

Goods & Services

Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; 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; Financial investment analysis and stock research; Financial investment brokerage; Financial investment in the field of real estate, securities and other; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment brokerage; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement