NOTREVIS

Funds investment and investment advisory services; investment counseling services, namely, investment management and investment consultancy; management of portfolios comprising securities; mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; charitable fund investment, charitable fundraising advisory and charitable fundraising services; financial planning and investment advisory services; financial services, namely, wealth management services