PROVIDING SERVICES IN THE INVESTMENT AND FINANCIAL FIELDS, NAMELY, INVESTMENT MANAGEMENT, ASSET MANAGEMENT, FINANCIAL ADMINISTRATION OF MUTUAL FUNDS AND OTHER INVESTMENT COMPANIES, SEPARATELY MANAGED ACCOUNTS, TRUST COMPANY ACCOUNTS, RETIREMENT PLANS, COLLEGE SAVINGS PLANS AND OTHER INVESTMENT PLANS AND PROGRAMS; TRANSFER AGENT AND SHAREHOLDER SERVICES CONCERNING THE PURCHASE AND SALE OF SECURITIES, INVESTMENT ADVICE, FINANCIAL AND INVESTMENT SERVICES, NAMELY MANAGEMENT AND BROKERAGE IN THE FIELD OF STOCKS, BONDS, OPTIONS, COMMODITIES, FUTURES AND OTHER SECURITIES, AND THE INVESTMENT OF FUNDS OF OTHERS; INVESTMENT ADVISORY SERVICES; FINANCIAL AND INVESTMENT CONSULTATION, FINANCIAL AND INVESTMENT RESEARCH, TRUST COMPANY SERVICES, RETIREMENT PLANNING; MONITORING INVESTMENT VALUE AND FINANCIAL EVALUATIONS REGARDING ASSET ALLOCATION, RISK, TOLERANCE, FINANCIAL ALTERNATIVE PLANS AND INVESTMENT PERFORMANCE OVER SELECTED TIME FRAMES; INVESTMENT ADVICE TO EMPLOYEE BENEFIT PLANS; FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES; CHECK PROCESSING AND CHECK WRITING SERVICES, NAMELY, COORDINATING CHECK PROCESSING; ASSISTING OTHERS WITH FINANCIAL TRANSACTIONS FOR INVESTMENT COMPANIES, ELECTRONIC FUNDS TRANSFER, WIRE AND OTHER PAYMENT SERVICES; PROVIDING INFORMATION BY PHONE, IN WRITING AND BY ONLINE MEANS IN THE FIELDS OF INVESTMENT ACCOUNT INFORMATION AND FINANCIAL RESEARCH