INSTITUTIONAL INVESTING FOR INDIVIDUAL INVESTORS

Advice relating to investments; brokerage in the field of asset allocation and investment management; brokerage of shares or stocks and other securities; business, stock option and pension valuation services; capital investment consultation; commodity investment advice; debt management consultation; equity capital investment; financial analysis and consultation; financial consultation; financial consultation in the field of asset allocation and investment management; financial investment in the field of asset allocation services; financial loan consultation; financial planning consultation; financial services in the nature of an investment security; financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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 fund transfer and transaction services; fund investment consultation; funds investment; hedge fund investment services; insurance consultation; investment advice; investment advisory services; investment brokerage; investment consultation; investment management; investment management of and distribution of variable annuities; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual fund investment; private equity fund investment services; providing stock market information; providing stock/securities market information; real estate consultancy; real estate consultation; real estate investment; risk management consultation; stock brokerage; stock exchange price quotations; trust services, namely, investment and trust company services; agencies in the field of bonds and other securities; brokerage houses in the field of stocks, commodities, and futures; consultation in art as an investment; leveraged buy outs and investments in financially distressed or underperforming companies; maintaining escrow accounts for investments; management of a capital investment fund; public equity investment management