Investment of funds; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information and financial advice via a website; Providing information in the field of financial planning; Administration of employee benefit plans concerning insurance and finance; Financial management of employee pension plans; Charitable fundraising services; Estate planning; Financial trust administration