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Design plus words, letters, and/or numbers
Financial services, namely, portfolio management, namely, the creation, management, monitoring, and rebalancing of investment portfolios; strategic asset allocation services, namely, devising and recommending allocation of assets among various investment classes; principal and agency investing, namely, investing as principal and agent in various investment classes; and investment banking, namely, acting as principal, agent and advisor on the issuance of equity, equity-related, fixed income and other securities, and as principal, agent and advisor in respect of strategic transactions