Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis

'404':53 'actuari':57 'advic':5,43 'alloc':45 'analysi':46,61 'asset':17,27,44 'c':54 'complianc':55 'consult':11,30 'cost/benefit':60 'entiti':25 'evalu':52,56 'famili':37 'financi':1,8,26,29 'fund':19 'includ':22,41 'individu':23 'institut':35 'invest':4,6,10,13,42,48 'manag':7,28,49 'name':3 'other':21 'perform':47,51 'plan':9,33 'recommend':15 'render':31 'search':50 'servic':2,40,58 'sponsor':34 'trust':38

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