36 Investment services, namely, investment and asset management, advice, and consultation; providing information in the fields of mutual funds, hedge funds, pension funds, endowments, hard asset funds, real estate funds, and limited partnership investment vehicles; financial administration of mutual funds, hedge funds, pension funds, endowments, hard asset funds, real estate funds, and limited partnership investment vehicles; mutual fund distribution; providing consultation services and advice in the fields of mutual funds, hedge funds, pension funds, endowments, hard asset funds, real estate funds, and limited partnership investment vehicles; annuity underwriting, namely, underwriting of mutual funds, hedge funds, pension funds, endowments, hard asset funds, real estate funds, and limited partnership investment vehicles; financial analysis and consultation; formation, offering and management of mutual funds, hedge funds, pension funds, endowments, real estate funds, and limited partnership investment vehicles; investment banking services; stock, securities, mortgage, mutual fund, and real estate brokerage; trust services, namely, investment and trust company services; structuring and arranging major project and equipment financings; arranging and negotiating asset-backed financing; arranging and negotiating asset-backed financing, namely, project financings, leveraged leases, sale-leasebacks, sales of portfolios of leased assets, secured debt and other debt-type financing; arranging and negotiating tax-advantaged non-asset-backed financings
Trademark: 77035333
