INVESTIUM

Insurance and financial services, namely, insurance brokerage and administration in the fields of life, health, disability, long-term care, and annuities; insurance premium financing services; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; investment brokerage services, namely, securities and commodities brokerage; mutual fund brokerage, distribution and investment services; portfolio asset management services; investment advisory and management services; investment consultation services; financial planning services; estate planning services; financial research, analysis and forecasting services