Advice relating to investments; Brokerage in the field of Insurance; 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; Formation, offering and management of limited partnerships; Fund investment consultation; Funds investment; Hedge fund investment services; Investment of funds for others; Management of a capital investment fund; Mutual fund brokerage; Mutual fund investment