Capital investment; Equity capital investment; 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; Financial asset management; Financial management; Financial planning and investment advisory services; 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; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; 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; Funds investment; Hedge fund investment services; Investment management; Investment of funds; Investment of funds for others; Leveraged buy outs and investments in financially distressed or underperforming companies; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate investment services