INVESTING FOR LIFE...REAL LIFE...YOUR LIFE

Investment services, investment consultation for capital and funds, investment advice, investment management; investment and brokerage services in the fields of stocks, bonds, mutual funds, securities and investments; financial consultation, financial planning, financial portfolio management, financial forecasting, financial research and analysis, including the creation of asset allocation models and financial plans; money management services; insurance services in the nature of insurance and annuity products; all of the foregoing services also provided though the dissemination of printed materials, including maps and newsletters, by telephone, and on-line via the global computer network