General business, namely, business administration and office work, business management, business marketing consulting; accounting services; back office support services, namely, bookkeeping and administration of operational support services for investment advisors; outsourcing in the field of business management, business administration, accounting services, and investment consulting; tax preparation services; providing online facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing; financial records management; financial statement preparation and analysis for businesses; preparing financial reports for others; promotion of financial services, on behalf of third parties; business process outsourcing services in the field of investments; outsourcing in the field of portfolio management services; administration, billing and reconciliation of accounts on behalf of others; account auditing; accounting consultation; administrative accounting; business information and accounting advisory services; computerized accounting services; connecting buyers and sellers of financial assets; partnership allocation services, namely, connecting buyers and sellers of financial assets; and analyzing and compiling data for measuring the performance of financial markets

Portfolio systems implementation, namely, financial portfolio management; global investment performance standards compliance, namely, providing financial investment and management advice regarding ensuring compliance with global investment performance standards; providing financial investment and management regarding avoiding money laundering violations; financial consultation and advice concerning financial related actions to take when being audited by the SEC; regulatory compliance consulting related to financial investments; investment services, namely, asset acquisition, consultation, development and management services; financial services, namely, financial planning, investment consulting; investment services, namely, asset management; advice relating to investments; fund investment consultation; investment advisory services; investment brokerage; investment by electronic means; financial analysis and consultation; financial due diligence; financial exchange; financial forecasting; financial information processing; financial information provided by electronic means; financial planning consultation; financial research; financial risk management consultation; financial services, namely, financial consulting services and asset allocation services