Investment advice; Investment advisory services; Investment consultation; Investment management; Advice relating to investments; Equity capital investment; 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; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Information, advisory, consultancy and financial research services relating to finance and investments; Merchant banking and investment banking 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; Real estate investment consultancy; Real estate investment services