PRIME FINANCIAL Trademark

Financial planning; investment advisory and portfolio management services for individual and family clients; wealth management consultation services; investment advisory and portfolio management services in the field of investment portfolio diversification; tax planning and tax advisory services in the field of personal and family wealth management; trust and estate planning consultation services; insurance consultancy and risk management advisory services; providing advisory services in the field of alternative investments, namely, private equity, private credit, and hedge fund investment strategies for individual and family clients; all of the foregoing provided as part of an integrated personal wealth management platform; investment advisory and investment management services for retirement plans, plan participants, and collective investment trusts.