PORTABLE THETA

Financial investment services, namely, financial management of investments; fund investment consultation; investment consultation; investment advice; funds investment; financial analysis and consultation; providing information on the topics of fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation via a global computer network; investment portfolio construction; financial risk management; financial portfolio risk management; mutual fund investment; and providing information in the field of mutual funds and mutual fund investment; mutual fund investment consultation, advice and analysis; financial risk management consultation; financial analysis and consultation, namely, macroeconomic financial analysis and strategy; financial analysis and consultation, namely, macroeconomic investment analysis and strategy