IC 035. US 100 101 102. G & S: Business consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with establishment and improvement of investment processes, improving management skills, identification and remediation of behavioral tendencies that detract from effective management, and development and marketing of investment products and services
IC 036. US 100 101 102. G & S: Financial consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with establishment and improvement of investment processes, improving investment skills, identification and remediation of behavioral tendencies that detract from effective investing, development of investment products, and investment decision making; financial assessment of investment portfolios
IC 041. US 100 101 107. G & S: Continuing educational services, namely, business training and coaching services for investment managers and professional investors; Professional coaching services for improvement of skills, processes, and behavioral tendencies in the field of professional investing
IC 042. US 100 101. G & S: Software as a Service (SaaS) services featuring software for identifying, tracking, analyzing, and improving skills, processes, and behavioral tendencies in the field of professional investing, for continuing education of investment professionals, for marketing and selling investment products, for providing information and alerts relating to investments and investment opportunities, and for tracking the performance of investments and investment funds
International Codes: | 35 |
U.S. Codes: | 100,101,102 |
International Codes: | 36 |
U.S. Codes: | 100,101,102 |
International Codes: | 41 |
U.S. Codes: | 100,101,107 |
International Codes: | 42 |
U.S. Codes: | 100,101 |
Type Code | Type |
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GS0351 | Business consulting services for investment managers and professional investors, in the nature of assessment, feedback, and assistance with establishment and improvement of investment processes, improving management skills, identification and remediation of behavioral tendencies that detract from effective management, and development and marketing of investment products and services |