Advice relating to investments; Corporate finance services, namely, consultation in the field of asset sales; Financial planning and investment advisory services; 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; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Investment advisory services; Investment brokerage; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Merchant banking and investment banking services; Mutual fund investment; Private equity fund investment services; Project financing; 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 financing services; Real estate investment; Securities trading and investing services for others via the internet; Trust services, namely, investment and trust company services; Venture capital services, namely, providing financing to emerging and start-up companies