Equity capital investment; Management of private equity funds; Charitable fund raising services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Formation, offering and management of limited partnerships; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund raising services, namely, raising funds for the preservation of an historical site; Funds investment; Hedge fund investment services; Investment management; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund distribution; Mutual fund investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Venture capital funding services to emerging and start-up companies