Business consulting services; Business management of the nonprofit corporations and trade associations of others; Business management consulting, strategic planning and business advisory services provided to non-profit corporations, foundations, and small businesses; Business management consulting and advisory services; Business advisory services; Business assistance, advisory and consulting services in the field of financial planning, investment and asset management; Business advisory services, consultancy and information

Financial services, namely, wealth management services; Funds investment; Investment of funds for others; Financial portfolio management; Financial portfolio analysis services; Financial planning; Financial asset management; Investment advisory services; Providing financial information; Capital investment services; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial management; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Strategic financial advisory services; Financial information and advisory services; Financial consulting