Business management consultancy and advisory services; Business management consultancy in the field of purchases, namely, assisting businesses in improvement of purchasing functions; Consulting services in the cost management of health care; Providing business management information in connection with consulting and advisory services in the field of strategic planning

Assessment and management of real estate; Cash management; Credit risk management; Debt management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Investment management; Investment management of and distribution of annuities; Management of securities portfolios; Real estate management consultation; Trust management accounts