Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition; Financial asset management; Financial investment brokerage services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management; Management of a capital investment fund; Management of portfolios comprising securities; Management of securities portfolios; Management of portfolios of transferable securities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Private equity and private debt fund investment services; Management of private equity and private debt funds; Private equity and private debt funds; Providing pooled investment vehicles, namely, funds in a portfolio from many individual investors that are aggregated for the purposes of investment