A LONG-TERM APPROACH TO SHORT-TERM INVESTING

Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; [ transfer agency services rendered to issuers of investment securities; financial analysis, and consulting services; ] fund investment; [ financial account reporting services relating to investment funds; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; ] investment services, namely, asset management; [ financial, securities and commodities exchange services; investment analysis; real estate management; rental of office space; and trusteeship representatives ]