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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Funds investment; Investment of funds for others; Management of a capital investment fund; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; [ Insurance, namely, brokerage, agencies, underwriting in the field of life insurance; ] financial affairs and monetary affairs, namely, financial information, management and analysis services; [ real estate affairs, namely, real estate financial information, management and analysis services; ] provision of financial information services and provision of investment information services; [ transfer agency services rendered to issuers of investment securities; ] financial investment underwriting services; securities brokerage services [ ; mortgage lending; credit card services; automobile loan financing services; financing and servicing of loans; administration of financial trusts; investment trust services, namely, management of financial and real estate trusts; financial investment trust management; investment trusteeship in the nature of trustee services; real estate management services; annuity services, namely, annuity underwriting ]