PURPOSEFULLY PLANNED. EFFICIENTLY EXECUTED

Personnel management, namely, placement and oversight of third-party managers of equity, fixed income, and natural resources investments

Investment and financial management, consultation, and advisory services relating to portfolios comprising public and private equities, real estate, REIT, and fixed income investments; debt management services and debt management consultation; investment services, namely, asset acquisition, consultation, development and managemant services; estate planning and settlement services; administration, namley, investment and estate administration; estate trust management; financial trust management services; trusteeship representative services; life insurance, namely life insurance advisory and brokerage services