Investment management and advisory services; equities valuation advisory service; financial markets commentary services; risk evaluation services; asset allocation services; personal wealth management services; trust wealth management services; corporate wealth management services; personal wealth consulting services; trust consulting services; corporate financial consulting services; personal wealth risk services; trust risk services; corporate financial risk services; capital structure consulting services; financial valuation of personal and real property; business plan consulting; services to analyze capital investments; marketing advisory services for all services including stocks, equities, bonds, notes, bills, options, ETFs, mutual funds, commodities, derivatives, as well as asset backed securities of all types