Insurance services, namely, insurance underwriting, insurance brokerage and agency services, and insurance claim administration and processing for both admitted insurers and surplus lines insurers in the fields of commercial insurance, property and casualty insurance, ocean and inland marine insurance, directors and officers and errors and omissions insurance, accident and health insurance, personal lines insurance, and fidelity and surety bonds

Investment advisory services; management of equity, fixed income and mutual fund investment accounts for institutions and individual clients; mutual fund investment