VALUES + VALUE

Investment management; Management of securities portfolios; Financial portfolio management; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment of funds; Public equity investment management