Investment management; Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, hedge and private funds, commodity funds and strategies, equity investments, fixed income investments, alternative investments options and asset allocation strategies; Investment advice for individuals, institutions, plans, and charitable organizations; Investment advice for mutual fund companies and other investment managers; Private fund strategies; Mutual fund strategies; financial management and investment; financial planning advice for individuals, namely, retirement income planning and estate planning; insurance services for individuals and institutions, namely, evaluation, placement and monitoring of policies in the fields of property and casualty policies, health policies, life insurance policies, long term care policies, disability policies and annuities