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; 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; Funds investment; Hedge fund investment services; Investment of funds for others; Management of a capital investment fund; Management of private equity funds; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Private equity fund investment services; Real estate funds investment services; Venture capital fund management; Insurance, namely, brokerage, agencies, underwriting in the field of life insurance; financial affairs and monetary affairs, namely, financial information, management and analysis services; real estate affairs, namely, real estate financial information, management and analysis services; provision of financial information services and provision of investment information services; transfer agency services rendered to issuers of investment securities; financial investment underwriting services; securities brokerage services; mortgage lending; credit card services; automobile loan financing services; financing and servicing of loans; administration of financial trusts; investment trust services; financial investment trust management; investment trusteeship in the nature of trustee services; real estate management services; annuity services, namely, annuity underwriting