INVESTMENTS AND SERVICES THAT CONSISTENTLY PERFORM

FINANCIAL SERVICES, NAMELY, INVESTMENT ADVISORY AND ADMINISTRATION SERVICES; INVESTMENT BANKING SERVICES; MUTUAL FUND BROKERAGE, ADMINISTRATION, UNDERWRITING, DISTRIBUTION, ACCOUNTING, PRICING, AND SHAREHOLDER SERVICES; EQUIPMENT LEASING INVESTMENT SERVICES; AND BROKER/DEALER AND TRANSFER AGENCY SERVICES IN THE FIELD OF BONDS AND OTHER SECURITIES