BEYOND STOCKS AND BONDS

Investment and financial management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments, including the selection and oversight of third-party managers of equity, fixed income, and natural resources investments; debt management and debt management consultation; investment services, namely, asset acquisition, consultation, development and management services; estate planning, administration, and settlement; estate trust management; financial trust management services; trusteeship representative services