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Advice relating to investments; Equity capital investment; Estate trust management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities; Financial portfolio management; Financial services in the nature of an investment security; 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; Formation, offering and management of limited partnerships; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Mutual fund investment; Private equity fund investment services; Processing, administering and managing employee benefit plans; Public equity investment management; Securities trading and investing services for others via the internet; Trust management accounts; Trust services, namely, investment and trust company services
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