The group's principal activity is provide investment advisory services to five no-loan mutual funds and networth investors. The investment advisory services of the group include investment research, supervision of investments, conducting clients' investment programs that include evaluation, sale and reinvestment of assets, the placement of orders for purchase and sale of securities. The group solicits brokers to execute transactions and also prepares and distributes reports and statistical information. The shareholder services primarily involve the handling of shareholder inquiries and providing written materials regarding the mutual fund operations and performance. The group operates in the United States.
