Investment advisory and sub-advisory services related to exchange-traded funds and mutual funds, exchange-traded fund and mutual fund analysis services, exchange-traded fund and mutual fund investment services, exchange-traded fund and mutual fund development services, exchange-traded fund and mutual fund planning services, exchange-traded fund and mutual fund distribution, exchange-traded fund and mutual fund capital investment, exchange-traded fund and mutual fund sales and marketing support services, establishing exchange-traded funds and mutual funds for others, providing consulting services, namely consulting for advisory services and in connection with registering, administering, and distributing exchange-traded funds and mutual funds and complying with applicable laws; sponsoring exchange-traded funds and mutual funds, and investment advisory services to high net worth individuals, family offices, and institutions, exchange-traded fund and mutual fund compliance services, cryptocurrency advisory services, providing compliance services for investment advisors, providing statutory distribution services for funds