Financial asset management; Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, and alternative investments; Financial services, namely, financial administration of transactions involving alternative investments and assets held in self-directed individual retirement accounts; Financial services, namely, providing financial reporting services relating to custodial and trust accounts for alternative investments; Financial information

Providing temporary use of a online non-downloadable software for managing self-directed individual retirement accounts, self-directed tax-deferred and tax-free retirement accounts; providing temporary use of on-line non-downloadable software for retirement planning; Providing a website featuring online non-downloadable software for administration of financial transactions in the nature of alternative investments; Providing a website featuring online non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual 401k plans; Providing a website featuring online non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate, and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring online non-downloadable software that enables users to manage financial transactions involving alternative investments; Providing a website featuring online non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring technology that allows users to send and receive financial records; providing temporary use of on-line non-downloadable software for accessing, reading, and tracking information in the field of finance and investments