Advice relating to investments; Financial services in the nature of an investment security; 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; Funds investment; Hedge fund investment services; Investment advisory services; Investment consultation; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Mutual fund investment; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Public equity investment management; Real estate investment