Global distribution of investment products and services; private and public equity and debt investment services; mutual fund services, namely, establishing mutual funds for others, mutual fund distribution and mutual fund investment; private placement financing services; mortgage financing services; mezzanine debt financing services; investment portfolio management and analysis services; real estate investment services; administration, underwriting and marketing of commingled, open-end equity real estate funds and single client accounts; consulting and advisory services related to all the foregoing services

Provision of investment products and services; private and public equity and debt investment services; mutual fund services, namely, establishing mutual funds for others, mutual fund distribution and mutual fund investment; private placement financing services; mortgage financing services; mezzanine debt financing services; investment portfolio management and analysis services; real estate investment services; administration and underwriting of commingled, open-end equity real estate funds and single client accounts; consulting and advisory services related to all the foregoing services.

Global distribution of investment products and services; private and public equity and debt investment services; mutual fund services, namely, establishing mutual funds for others, mutual fund distribution and mutual fund investment; private placement financing services; mortgage financing services; mezzanine debt financing services; investment portfolio management and analysis services; real estate investment services; administration, underwriting and marketing of commingled, open-end equity real estate funds and single client accounts; consulting and advisory services related to all the foregoing services

Financial services, namely, investment advisory services and financial asset management services; mutual fund services, namely, mutual fund sub-advisory services, mutual fund investment, mutual fund investment consultation, and mutual fund distribution; managed account services; providing a personalized, holistic financial wellness plan for individuals; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; financial retirement services, namely, retirement consulting and advisory services, investment management services for managed account platforms, collective investment trusts, and mutual funds

Computer services, namely, online, non-downloadable software that provides users the ability to obtain a personalized, holistic financial wellness plan and financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans

Global distribution of investment products and services; private and public equity and debt investment services; mutual fund services, namely, establishing mutual funds for others, mutual fund distribution and mutual fund investment; private placement financing services; mortgage financing services; mezzanine debt financing services; investment portfolio management and analysis services; real estate investment services; administration, underwriting and marketing of commingled, open-end equity real estate funds and single client accounts; consulting and advisory services related to all the foregoing services

Insurance and financial services, namely, insurance underwriting, administration and agency services in the fields of life, property and casualty, disability, long term care, and annuities; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; corporate financing services; capital investment consultation services; investment brokerage services, namely, private and public sales of loans and loan portfolios; securities and commodities brokerage and underwriting services; mutual fund brokerage, distribution and investment services; credit card and debit card services; portfolio asset management services; investment advisory and management services; financial planning services; estate planning services; financial information provided by electronic means; financial research services; loan financing services; mortgage financing services; real estate brokerage, leasing and management services; and real estate investment services