BALANCE SHEET METHODOLOGY

Advice relating to investments; Equity capital investment; Estate planning; Financial investment in the field of securities; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services in the nature of an investment security; 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; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment by electronic means; Investment clubs; Investment consultation; Investment management; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund investment; Real estate investment; Trust services, namely, investment and trust company services