Corporate
The Mutual Fund Store® is the first nationally-branded, independent, Registered
Investment Adviser organization in the United States. Founded in 1996 by Adam Bold,
The Mutual Fund Store® system includes more than 70 locations across the U.S.
The Mutual Fund Store® investment advisors provide investment advisory
services to clients using mutual funds and assset allocation models recommended
by The Mutual Fund Research Center, LLC, under the direction of Chief Investment
Officer Adam Bold, founder of The Mutual Fund Store®, and Stacey
Schreft, Director of Investment Strategy. This location is part of The Mutual Fund
Store®, a nationwide system of registered investment advisory firms
which includes independently-owned and operated franchise Stores and company-owned
Stores. For the period ended March, 31, 2010, The Mutual Fund Store® system of investment
advisors collectively managed more than $5 billion in assets for more than 28,500
clients. Ask your investment advisor about your Store’s specific client and asset
information.
The Mutual Fund Store has received numerous awards and recognition, including the
following:
- Wealth Manager 2009 survey: No. 22 in client assets under management and
No. 1 in number of client relationships among financial advisory firms in the U.S
not registered as broker/dealers, banks or trusts.
- Financial Advisor magazine 2009 survey: 10th-largest Registered Investment
Adviser in the U.S. by assets under management and No. 2 in growth of assets under
management among firms which manage $1 billion or more in the magazine's 2008 survey
- Inc. magazine 5000 list of the fastest-growing private companies in the
country : No. 1,386 in 2007 and No. 1,392 in 2008