Investment of funds, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory, financial retirement planning, financial planning, financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services; financial advisory and consulting services, namely legacy planning and charitable giving