Financial and investment services, namely, investment portfolio management and information in the field of asset allocation, buy and sell strategies, cash flow projections and securities analysis; providing financial services with respect to investment products, namely, trading of and investments in securities, mutual funds, real estate investments and charitable gift funds trusts for others; advice relating to investments and charitable monetary giving; equity capital investment; financial analysis and consultation; financial consultation; financial planning consultation; financial portfolio management; financial research; investment advice; venture capital funding services to emerging and start-up companies; venture capital services, namely, providing financing to emerging and start-up companies; providing a website featuring financial information, namely, information regarding financial and investment services, investment portfolio management, asset allocation, buy and sell strategies, cash flow projections and securities analysis

providing websites featuring blogs and online, non-downloadable newsletters related to financial and investment services, investment portfolio management, asset allocation, buy and sell strategies, cash flow projections and securities analysis