36
Consultation in art as an investment; fiduciary
representatives; financial asset management; financial
consulting; financial investment brokerage; financial
planning services, namely, developing and managing
charitable giving programs on behalf of wealthy individuals
or families; financial risk management; financial services,
namely, portfolio management and investment services for
high net worth clients consisting of both separate accounts
and mutual funds for equity and fixed income investment;
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, operation
and management of hedge funds, commodity pools and other
collective investment vehicles, and trading for others of
securities, options, futures, derivatives, debt instruments
and commodities; financial services, namely, wealth
management services; financial trust planning; insurance
brokerage; investment banking services; investment
management; investment risk assessment services; mortgage
brokerage; philanthropy consultation relating to charitable
fundraising; private equity consultant services; private
equity fund investment services; private placements of hedge
funds, private equity funds, securities and derivatives for
others; providing information and research in the field of
finance and financial investments; providing venture
capital, development capital, private equity and investment
funding; real estate agency services; real estate investment
trust services; real estate management services; trust
services, namely, investment and trust company services;
financial advisory and consultancy services; financial
analysis and research services; financial trust
administration; financial affairs and monetary affairs,
namely, financial information, management and analysis
services; financial and investment services, namely, asset
and investment acquisition, consultation, advisory and
development; financial custody services, namely, maintaining
possession of financial assets for others for financial
management purposes; management of private equity funds;
strategic financial advisory services
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