Corporate

Founded by Adam Bold, The Mutual Fund Store® is the first nationally-branded, independent, Registered Investment Adviser (RIA) organization in the United States. Today, the Mutual Fund Store’s nationwide system* of fee-based RIA firms includes more than 70 company and franchise locations across the U.S.

In July 1996, Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as host of The Mutual Fund Show® on a Kansas City radio station. The show quickly became an effective tool for communicating his message and philosophy to prospective clients.

In 2000, Bold opened a second store in the St. Louis area. And when The Mutual Fund Show was also a great success in St. Louis, a business model was born.

Collectively, The Mutual Fund Store system of RIA firms has ranked No. 1 nationally in client relationships in each of the last four years (2008, 2009, 2010, 2011) based on Wealth Manager surveys of financial advisers not registered as broker/dealers, banks or trusts. The Mutual Fund Show is distributed nationally on a weekly basis, airing in more than 55 markets as of June 30, 2011.

The company’s target client base—America’s mainstream investors with investments worth $50,000 to $5,000,000 or more—typically has had limited access to independent, fee-based, full-service investment advice available through The Mutual Fund Store. Advisors develop personalized investment plans for clients using no-load and load-waived mutual funds.

Mutual Fund Store advisors manage client investments with recommendations for mutual funds and asset allocations from Bold in his role as Chief Investment Officer of The Mutual Fund Research Center®, the research arm for all Mutual Fund Store advisers. No advisor or entity in The Mutual Fund Store system accepts commissions or incentives of any kind for utilizing any fund in client portfolios.

For the period ended June 30, 2011, The Mutual Fund Store system* of investment advisors collectively managed more than $6.5 billion in assets for more than 32,000 clients.

*The Mutual Fund Store is a nationwide system of registered investment advisory firms which includes independently-owned and operated franchise Stores and company-owned Stores.