36 Investment advisory services; financial portfolio management; financial management in the field of fixed income and equity investments; financial services, namely, a total portfolio offering for separate accounts of fixed income investments in the nature of the coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial portfolio management and analysis services, namely, a total portfolio offering for separate accounts of fixed income investments; financial investment in the field of fixed income products; providing information and advice in the field of finance and financial investments