Investment advisory services; Investment of funds; Investment of funds for others; Advice relating to investments; 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, investment fund transfer and transaction 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; Information, advisory, consultancy and financial research services relating to finance and investments; Maintaining escrow accounts for investments; Mutual fund investment; Providing information and research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for Middle School Minorities