Investment advice; Investment advisory services; Investment consultation; Investment management; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial planning and investment advisory services; 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; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Holding company services performed for third parties, namely, investment management; Information, advisory, consultancy and financial research services relating to finance and investments; Private equity fund investment 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; Providing information and research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment consultancy; Real estate investment services; Real estate funds investment services