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Introduction
Adam Bold founded The Mutual Fund Store® with a vision of becoming a premier,
independent, fee-based investment advisory and asset management services firm. After
spending a number of years in the commission-based, broker-dealer side of the financial
services industry, Adam’s vision included a move to a fee-based, advisor-client
relationship model where investment decisions and recommendations would be made
strictly with clients’ best interests in mind.
The business model is both simple and powerful:
- Offer customized mutual fund investment advice and asset management to clients with
as little as $50,000.
- Guide clients based on detailed analysis of the full universe of mutual funds, seeking
the funds that are right for each client, in today's market.
- Utilize research of all mutual funds, including the managers making the daily buy,
sell and hold decisions, from The Mutual Fund Research Center®.
- Maintain strict independence from mutual fund companies, receiving no commissions,
and charging no loads to our clients.
- Charge a simple, all-inclusive fee, eliminating the financial product sales game.
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