Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; providing financial portfolio management services; financial portfolio management services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; financial portfolio management services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management services that uniquely combine asset class momentum, adaptive trend following and capture and utilization of market anomalies to give an optimal risk adjusted performance profile; financial portfolio management services utilizing a rule-based model to combine asset class momentum, adaptive trend following and capture and utilization of market anomalies in order to provide investors with upside value and downside protection