Providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond and securities market

Trust services, namely, investment and trust company services; financial services, namely, investment, trust company and family office services, namely, financial planning, investment advisory, asset management, asset servicing in the nature of estate and financial trust management services, custody services in the nature of maintaining possession of financial assets for others for financial management purposes, and philanthropy consulting services related to charitable giving and donor advised funds; estate and financial trust administration; estate and financial trust operations; private wealth management services