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"The fairest way for an investment adviser to charge their client for services is on a fee basis"
--Adam Bold, Founder

Our Philosophy


We have a soft spot for everyday Americans. So in 1996, Adam Bold escaped the confines of a big brokerage house and started The Mutual Fund Store. He created a company offering a level of fee-only service that was often available only to the very wealthy. And while other firms offer a dizzying array of financial products, we’ve chosen to specialize in one thing--mutual funds. The video details Adam’s investment philosophy, and how advisors at The Mutual Fund Store don’t sell products--they provide advice.