Investment advice; Investment advice in the fields of investment advice; Investment advisory services; Investment management; Investment management in the fields of investment management; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of investment of funds for others; Financial investment analysis and stock research; Financial management in the field of investment portfolios; 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, 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Funds investment; Mutual fund investment; Mutual funds and capital investment; Providing information and research in the field of finance and financial investments