Business management advice; Business records management; Tax consultation; Tax advisory services; market research and business analyses; Market analysis

Estate planning; estate trust management; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial portfolio management; Financial risk management; Financial trust planning; Financial trust administration; Financial advice; Financial analysis; Financial planning; Investment advisory services; Investment consultancy; Investment management; Monetary strategy consultation and research; Financial services, namely, wealth management services; impact and socially responsible investing in venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; environmental, social and governance investing in venture capital, mutual funds, exchange traded funds, hedge funds, private funds, and public and private equity; trustee services; Real estate investment services; real estate funds investment services; real estate trustee services; real estate financing services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

software as a service (SAAS) services and providing online, non-downloadable computer software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management, estate planning; software as a service (SAAS) services and providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions