Banking services; credit and loan services; securities deposit services; brokerage services in the field of financial assets, capital market investments, securities, specialty assets, and alternative investments; investment management services; wealth structuring services; providing estate planning advice; trust management services; estate planning; estate trust management; fiduciary services, namely, fiduciary representative services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; investment portfolio custody services; providing financing for entrepreneurial transactions and specialized asset transfers; real estate financing services; specialty asset management; financial analysis; money management; providing financial information by electronic means; providing personalized investment information, investment account management; research in the field of investments and finance; investment account information; information about fund performances; providing financial information in the field of retirement planning; providing financial news and information and investment account information by means of the Internet; financial market information services, namely, providing information regarding securities; providing personalized investment information by electronic mail; mutual fund investment services; automated securities trade execution services; electronic bill payment; transfer services, namely, currency, electronic funds, money, investment fund and investment securities transfer services; providing online information about securities prices; automated financial clearing house services for mutual funds.

Banking, fiduciary, and investment management services