Investment of funds for others; management of investment of funds for others; investment management services; mutual, lending, and private market funds brokerage, distribution, investment; financial services, namely, administration, distribution, and management of mutual, lending, and private market funds; financial portfolio and investment management; Business Development Company funding services to small and mid-sized businesses; Business Development Company services, namely, providing financing to small and mid-sized businesses; Business Development Company fund management; Business Development Company financing; venture capital fund management; mutual fund brokerage, distribution, investment; financial services, namely, administration, distribution, and management of mutual funds; financial services, namely, administration, distribution, and management of mutual, lending, and private market funds; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; stock brokerage services; fund investment consultation; funds investment; asset allocation services in the nature of financial asset management