INTEGRATED FIDUCIARY ADVISORY SERVICES

Business management consulting; strategic planning and business advisory services

Financial services, namely, investment advice, investment management, investment consultation, wealth management, and investment of funds for others, including private and public equity and debt investment services; Estate planning; estate trust planning; financial consulting services in the field of planned giving for non-profit and charitable organizations

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; reviewing standards and practices to assure compliance with non-profit laws and regulations