K

Owners

Goods & Services

Financial administration of retirement plans; Financial advisory and consultancy services, namely, providing collective trust funds; financial planning for retirement; financial retirement plan consulting services; Financial advisory and consultancy services, namely, wealth management services for high net worth families; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning consultation; Financial planning for retirement; Financial research; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust administration; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment services, namely, asset acquisition, consultation, development and management services; Mutual funds and capital investment