BONDS SHORT-TERM INTERMEDIATE HIGH YIELD EMERGING DEBT CONSERVATIVE AGGRESSIVE REAL ESTATE LARGE VALUE LARGE GROWTH SMALL-CAP, STOCKS

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; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Mutual fund investment