Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Investment of funds for others; Management of a capital investment fund; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage lending

'account':17 'acquisit':65 'back':45 'bank':59,61 'behalf':36 'brokerag':69 'capit':55 'client':12 'consist':13 'equiti':22 'financi':1,27 'fix':24 'fund':20,49,57 'high':9 'incom':25 'invest':26,47,56 'issuanc':41 'lend':74 'loan':72 'manag':52 'mortgag':34,44,58,60,71,73 'mortgage-back':43 'mutual':19 'name':3,29,63 'net':10 'offer':7 'origin':64 'other':38,51 'portfolio':6 'purchas':31 'residenti':33 'secur':46 'securit':67 'separ':16 'servic':2,28,62,66 'total':5 'worth':11

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