Business management advisory services; Business risk assessment services; Business management consulting services; Business organization consulting services; Business professional consulting services; Business information services; Gathering of business information, namely, compilation of business research information; Business research services; Economic prediction services, in the nature of business monitoring and consulting services, namely, tracking third-party companies' performances to provide strategy information, insight, marketing information, sales information, operations information, and product design information, particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumers, businesses, and market trends and actions; Business administration services; Business advisory, consulting and information in business management for industrial or commercial companies; Studies and opinions in the nature of business research consultation relevant to macro and microeconomics, said services being provided to advise on the business and operation management of a commercial company; Providing proprietary research for purposes of business risk analysis and investment theses development, all related to business assets; Marketing survey services, namely, conducting marketing surveys for purpose of analysis of investment opportunities; Business organization and administration consulting services; Marketing financial research services

Financial administration services for individuals, funds, trusts, retirement plans, foundations, private and public companies, colleges and universities; Financial analysis services; Investment Funds services, namely, investment of funds for others; Financial information services; Capital investment services; Monetary exchange operations services; Securities portfolio management services and analysis of investment opportunities; Management of investment funds and managed accounts for others; Financial credit analysis and management services; Investment advisory, consulting and management of third-parties' assets; Advisory, consulting and information in investment funds; Advisory, consulting and information in financial planning; Financial advisory, consulting and financial information provided to investors; Capitalization investment financial services; Financial portfolio management and consultancy services for foreign investors; Providing investment club services for sharing financial information, stock recommendations, and investment strategies