CAPITAL INVESTMENT COMPANIES

Providing money management; full service investment brokerage; financial planning; administration and underwriting of corporate liability insurance and personal life insurance; estate planning, investment banking; retirement planning; retirement plan administration; mortgage brokerage; financial investment and brokerage services in the areas of stocks, bonds, mutual funds, money market funds, variable annuities, and life insurance; estate trust management; financial asset management of individuals, corporations, and public and private foundations