Financial analysis and consultation; financial portfolio management; investment management services; investment advisory services; financial services in the nature of investment of funds for others, namely, providing, operating, and managing pooled investment vehicles, including mutual funds and exchange-traded funds (ETFs)

'advisori':12 'analysi':2 'consult':4 'etf':41 'exchang':38 'exchange-trad':37 'financi':1,5,14 'fund':22,35,40 'includ':33 'invest':8,11,20,31 'manag':7,9,29 'mutual':34 'name':25 'natur':18 'oper':27 'other':24 'pool':30 'portfolio':6 'provid':26 'servic':10,13,15 'trade':39 'vehicl':32

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