Discount brokerage services; Equity capital investment; Estate planning; Estate trust management; Financial analysis and consultation; Financial management; Financial planning; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Hedge fund investment services; Insurance brokerage; Investment advisory services; Investment management; Leveraged buy outs and investments in financially distressed or underperforming companies; Management of private equity funds; Mutual fund brokerage; Private equity fund investment services; Real estate investment; Real estate management; Venture capital services, namely, providing financing to emerging and start-up companies