Financial services, namely, providing, managing and administering mutual funds, managed accounts and annuities; providing investment consultation and information to financial professionals, featuring objective financial research, fiscal evaluation and monitoring of the performance of independent money managers

Managing qualified funds distribution; charitable giving planning; charitable giving consulting; charitable giving advisory services; developing and managing charitable giving distributions; financial advisory services; financial custodian services; financial consulting services; financial planning services; financial management services; financial administration of retirement plans; tax planning services; tax consulting services; retirement planning services; retirement consulting services; ...

Providing business operations consulting services to physician office laboratories; providing business management consulting services to physician office laboratories; providing human resources consulting services to physician office laboratories; providing business planning consulting services to physician office laboratories