Investment advisory services and investment management services; all of the foregoing targeted to institutional investors, high net worth individuals, sovereign wealth funds, pension plans, university endowments, secular charitable organizations, family offices and wealth advisors, insurance companies, and funds of funds

'advisor':34 'advisori':2 'charit':28 'compani':36 'endow':26 'famili':30 'forego':11 'fund':22,38,40 'high':16 'individu':19 'institut':14 'insur':35 'invest':1,5 'investor':15 'manag':6 'net':17 'offic':31 'organ':29 'pension':23 'plan':24 'secular':27 'servic':3,7 'sovereign':20 'target':12 'univers':25 'wealth':21,33 'worth':18

THEOREM

Owners

Goods & Services