Investment advice; Investment advisory services; Investment brokerage; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Investment of funds for others in the fields of Real Estate and Alternative Vehicles; Investment risk assessment services; Advice relating to investments; Brokerage services for capital investments; Capital investment; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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; Funds investment; Management of a capital investment fund; Private equity fund investment services; Real estate investment consultancy; Real estate investment services