Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation; Management of portfolios comprising securities; Mutual fund investment, transaction administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable savings accounts for philanthropic purposes; Financial services, namely, financial administration of a pooled income fund program whereby donors contribute to a public charity and receive income payments; Financial services, namely, managing donor-advised funds for charitable purposes; Providing financial information related to charitable services via the Internet