Business evaluation of financial market information for business purposes; providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market; business consulting and information services; providing and updating a financial index of real estate investment securities; providing financial indices of select equities and stocks to enable consumers to evaluate investments and market trends in the securities markets

Investment management in the fields of pooled investment vehicles; financial services in the nature of financial management of pooled investment vehicles; financial investment management; financial services, namely, financial investment in assets traded on stock exchanges; financial investment management services; funds investment services; real estate funds investment services; hedge fund investment services; trading of exchange traded funds, equities, bonds, commodities, securities options, futures, derivatives, and debt instruments; financial services, namely, coordination within a separately managed account (SMA) or unified managed account (UMA), of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; consulting and advisory services for all the foregoing