MAIN STREET VALUES. WALL STREET EXPERIENCE.

Owners

Goods & Services

Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

Estate trust management; 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, estate settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Investment management; Charitable foundation services, namely, providing financial assistance for programs and services of others; 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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial consultation services to credit union members; Real estate investment trust management services

Conservatorship services, namely, managing the personal affairs or estate of a person who is deemed incapable due to reasons such as age or mental limitations