CONSERVATORY

Tax and taxation planning, advice, information and consultancy services

Financial services, namely, investment research, advisory, consultancy, and supervisory services; investment research, advisory, consultancy and supervisory services with special emphasis upon value and small-cap investing; financial planning services; financial planning services regarding employee benefits, insurance consultancy, financial risk, and budget planning; fiduciary compliance consultancy, namely, consulting in the field of federal securities regulations governing investment advisory activities; fiduciary consultancy services for financial trust and estate advisory and administration