Charitable fund raising services; 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 management; Financial portfolio management; Financial risk management; Financial risk management consultation; 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; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Formation, brokerage and management of time share interests in aircraft; Formation, offering and management of limited partnerships; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund raising services, namely, raising funds for the preservation of an historical site; Funds investment; Hedge fund investment services; Insurance services in the nature of loss control management for others; Investment management; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Venture capital funding services to emerging and start-up companies