Financial consulting services; real estate investment consulting services; investment portfolio manager evaluation services; investment portfolio monitoring services; investment portfolio performance analysis services; securities, commodities and real estate investment research services; transfer agency services rendered to issuers of investment securities; currency brokerage services; trust and investment management services; commodities investment management services; securities underwriting services; securities brokerage services; mutual fund administration services; investment banking services; providing and updating information relating to benchmark portfolios of securities and related metrics; financial services in the nature of an investment security