36 Financial, securities investment, investment management and advisory, securities portfolio management, capital investment, wealth management, trust, trustee and fiduciary services; full service family wealth management and planning; trust advisory services; investment asset allocation; portfolio construction and implementation using marketable securities (domestic and international), fixed income, options, private equity, capital investment, minerals, real estate, hedge funds, and alternative assets; outside investment manager selection, monitoring and reporting; multi-generational strategic wealth and business-succession planning and tactical implementation of plans of outside advisors; financial risk management services; financial record-keeping for insurance risk management and regulatory compliance