LIFESTYLE INVESTMENT STRATEGIES

Banking services; electronic banking services; internet banking services; private banking services; personal and consumer banking services; business, commercial, and retail banking services; international banking services; checking, savings and money market account services; banking services featuring the provision of regular and jumbo certificates of deposit; financing and loan services, namely, providing personal and consumer loans and lines of credit, home mortgage lending services, home equity loan services, commercial lines of credit, commercial mortgage lending and loan services, and term financing; individual retirement account services; employee retirement account services; personalized financial planning services; credit and debit card services; business travel card services; automatic teller machine banking services; wire transfer services; electronic funds transfer services; automated banking services and automatic bill payment services; banking services, namely, processing cashiers and travelers checks; safety deposit boxes services; investment account services; merchant bank cards payment processing services; business cash management services; positive pay services; account reconciliation services; automatic sweep account services; Euro-sweep account services; financial clearing house services; automated clearing house services; automated clearing house collection and disbursement services; deposit reporting services; financial electronic data exchange services; controlled disbursement services; zero balance account services; financial account analysis services; repurchase agreement services; check processing services, namely, check imaging services; lockbox services; providing information and advice regarding foreign currency rates of exchange; providing, exchanging and handling foreign and international currency, foreign and international drafts and foreign checks; providing international wire transfers and payment services; international collection services; providing international letters of credit; providing import, export and standby letters of credit; trust services, namely, investment and trust company services; financial estate trust administration, management and financial planning services; individual, personal and corporate financial trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits financial trust administration, management and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; financial and investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administration, management and financial planning services; trustee and custodial services; financial guardianship and financial conservatorship services; financial estate settlement and probate services; custody services relating to financial assets; transfer agent services in the nature in the nature of assisting others with the completion of financial transactions for stocks, bonds, securities and equities; insurance agency services in the field of fidelity and surety bonds, property and casualty insurance, fire insurance, auto insurance, home insurance, business and commercial insurance, life, health, and dental insurance, accident and disability insurance, aviation insurance, commercial and personal umbrella coverage, and employee benefits; insurance claims administration services; insurance claims processing services; insurance risk management services; insurance consultation services; brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment advice and management services in the fields of securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; financial services, namely, financial analysis services, financial advisory services, financial management services, financial research services, and financial portfolio management services; investment services, namely, investment consultation services, investment advisory services, investment management services, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; providing financial information in the nature of rates of exchange; on-line banking services; on-line trust services; on-line cash management services; providing financial information by electronic means; providing information by on-line means and via a global computer network in the fields of finance, economics, investment, financial planning, and investment strategy