Financial advisory and consultancy services; Financial research and information services; Financial consultation featuring the design and incubation of new financial intermediaries; Investment advisory and management services that implement restorative principles of fiduciary responsibility; Financial analysis and consultation in the nature of creation of new hybrid models of asset management that integrate philanthropic purpose and profit-making; Financial brokerage services in the field of bond notes; Financial services, namely, financial planning, financial management, financial portfolio management, investment advisory and management services, investment banking services, and securities brokerage services; Financial investment in the fields of sustainable and local economies, small food enterprises, sustainable agriculture and organic food; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services in the nature of an investment security

Education services, namely, providing classes, seminars, workshops and conferences in the fields of investment in sustainable and local economies, support of small food enterprises, sustainable agriculture, organic food, social investing and philanthropy