Fund investment and investment advisory services; financial counseling services, namely, investment counseling; Management of portfolios comprising securities; Mutual fund investment; Mutual fund investment, 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; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts.

'account':62,64,67 'administr':24,34 'advisori':5,29 'bond':44 'brokerag':26 'cash':46 'compris':16 'counsel':8,12 'distribut':25 'equiti':43 'financi':7,31,51 'fund':1,19,22,38,42,60 'institut':63 'invest':2,4,11,20,23,28,52,53 'involv':39 'manag':13,54 'mutual':18,21,59 'name':10,33 'note':45 'pension':61 'portfolio':15 'respect':57 'secur':17,40 'separ':66 'servic':6,9,30,32,55 'stock':41 'transact':36 'type':49

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