Investment consultation in the fields of municipal bonds, securities, retirement plans, nonprofits, high net worth families, private and public equities, other real assets, hedge funds

vests

Financial services, namely, rendering advice on property assessment, namely, advice on the assessment of business entities, real property and other investment opportunities; acting as an intermediary for business opportunities for the purchase or sale of securities and/or financial instruments, namely, security brokerage services and transfer agency services for securities and financial instruments

investment planning and consulting services directed to banks; namely, asset allocation services

MANAGEMENT CONSULTING SERVICES IN THE FIELD OF PERSONNEL PRODUCTIVITY

FINANCIAL REPORTS

Annuity Underwriting Services

[Business development services]

GROUP ANNUITY CONTRACTS, PENSION FUNDING CONTRACTS AND RELATED USES