Financial services, namely, investment advice, investment management and investment consultation; investment management and advisory services; financial services, namely, portfolio management services in the nature of coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment consultation on asset class and index fund based investment strategies diversified across a broad range of mutual funds, exchange-traded funds (ETFs) and other low-cost investment selections; financial planning and personal financial investment advisory services; all of the forgoing services are provided via the internet, telephone, fax, in-person, email, global computer networks or other means