Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; 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; Financial services, namely, investment fund transfer and transaction 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; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities