Fund investment consultation; Funds investment; Advisory services relating to mutual funds; Establishing mutual funds for others; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; 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, raising money for the hedge funds of others; Hedge fund investment services; Intellectual property venture fund development and formation services for others; Investment of funds; Management of a capital investment fund; Management of private equity funds; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund development services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing venture capital, development capital, private equity and investment funding; Real estate funds investment services; Venture capital fund management