Investment advice; Investment advice in the fields of public equities; Investment advisory services; Investment consultation; Investment consultation in the fields of public equities; Investment management; Investment management in the fields of public equities; Investment of funds; Investment of funds for charitable purposes; Public equity investment management; Advice relating to investments; Capital investment; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services in the nature of an investment security; 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; Funds investment; Information, advisory, consultancy and research services relating to finance and investments; Management of a capital investment fund; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations