The group's principal activities are to provide investment advisory services, investment management and transfer agency to U.S. Global investors funds (usgif) and U.S. Global accolade funds (usgaf). The group provides investment advisory services, record keeping services, mailing services, custodial and administrative services and distribution services. The group furnishes an investment program for each of the mutual funds it manages and determines, subject to overall supervision by the boards of trustees of the funds, the funds' investments pursuant to advisory agreements. The group's subsidiary is a transfer agent registered under the securities exchange act of 1934 providing transfer agency, lockbox and printing services to investment company clients. The group provides mail-handling services and brokerage services to various entities through its subsidiaries.
