Telos Holdings, LLC

CERTIFIED INVESTMENT PURPOSE ADVISOR

Financial advisory and consultancy services, namely, creating personalized strategies of growing income and wealth that is aligned with an individual's purpose in life;

FISCAL EQ

Financial advisory and consultancy services, namely, providing online cognitive assessments and training programs that help identify psychological biases of an individual as it relates to financial decision-making, particularly with multiple stakeholders interest;FISCAL;

FRICTION EQ

Platform as a service (PAAS) featuring computer software platforms for improving individual and relational emotional intelligence using personal and group assessment;

GO BEYOND

Platform as a service (PAAS) featuring computer software platforms for financial service companies and financial advisors to incorporate an individual's description of their life purpose into the financial advisor relationship using neuroscience research on eudaimonic vs. hedonic decision-making and behavioral psychometrics to compare individual's decision-making under stress;

HYPRENEUR

Providing career information in the field of workers that seek an alternative career path to the traditional employer-employee relationship and may or may not see themselves as a full-time entrepreneur;Platform as a service (PAAS) featuring computer software platforms for workers that seek an alternative career path to the traditional employer-employee relationship and may or may not see themselves as a full-time entrepreneur;

INDIVIDUAL PURPOSE ACCOUNT

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs;INDIVIDUAL AND ACCOUNT;

KEY PURPOSE INDICATORS

Coaching in the field of individual life fulfillment as measured by blending three personal tracking indicators of physical health, financial wealth, and interpersonal relationships;INDICATORS;

PURPOSE ADVISOR

Financial planning, namely, financial advisory services providing information in the field of financial advice after such advisor has completed a training program incorporating an individual's purpose in life and investment decisions or activities;

PURPOSE IN ACTION

Education services, namely, providing live and on-line mentoring, tutoring, classes, seminars and workshops in the field of integrating organizations and individual's purpose;

PURPOSE PULSE

Platform as a service (PAAS) featuring computer software platforms for companies and coaches to provide a survey and reporting designed to measure various factors and insights to understand individual and organizational well-being;