Why The Mutual Fund Store® is a unique franchising opportunity
Full-service, in-person investment advice for everyday investors
The company’s target client base—America’s everyday investors with investment assets
from $50,000 to $5,000,000 or more—typically has had limited access to independent,
fee-based investment advice and has responded in great numbers to the in-person,
full-service investment advice model available through The Mutual Fund Store®.
The Mutual Fund Show®
Adam Bold, founder of The Mutual Fund Store®, is host of The Mutual Fund Show®,
the only nationally-distributed radio show dedicated to mutual fund investments.
The show’s national distribution develops a natural prospect base from among its
thousands of weekly listeners.
Independence
The Mutual Fund Store® investment advisors provide unbiased investment advice and
do not accept compensation from mutual fund companies in exchange for use of their
funds. When advisors accept commissions or other incentives from a mutual fund company
in exchange for agreeing to use that company’s funds, their recommendations may
be biased. At The Mutual Fund Store, all recommendations for funds are uncompromised and are made
because they’re in the best interest of the client. Also, our advisors are bound
by their fiduciary responsibility to keep their clients’ interest first.
Fee-based investment advice and asset management
The Mutual Fund Store® advisors provide fee-based investment advice and asset management
for three important reasons: clients know upfront what they’re paying for; advisors’
goals are aligned with those of their clients, and the advisory fee is the only
fee paid to their advisor. Our advisors earn a quarterly fee based on a small percentage
of the assets they manage and their earnings increase only when the value of their
clients’ portfolios increases.
Focus on fund managers
Under the direction of Chief Investment Officer Adam Bold and Director of Investment
Strategy Stacey Schreft, The Mutual Fund Research Center makes mutual fund
recommendations to all our investment advisors. The recommendations are based on
a multitude of factors, with a focus on the track record of the fund’s manager,
the person who makes the daily buy, hold and sell decisions which determine the
fund’s performance. Advisors make recommendations for their clients from a list
of funds recommended by The Mutual Fund Research Center, which also develops and recommends asset allocation
models that advisors use in implementing clients’ investment plans.