Our Service and Communication

Ever wonder where you stack-up on your broker or advisor’s list of priorities? Unless your account has seven digits attached to it, a call center might be the closest you get to customer service. Not at The Mutual Fund Store. Our advisors make regular calls to clients, in addition to providing a monthly newsletter and quarterly performance reports. And if there’s ever a question, we’re just a phone call or email away. Click on the video to find out how we get to know our clients.