Business risk management consultation; Business strategic planning services

Capital investment services; Equity capital investment; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial investment analysis and stock research; Financial investment brokerage services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments