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Thank you for your interest in The Mutual Fund Store®. With our nationwide network of locations, we are proud to provide in-person, independent, fee-based registered investment advice for America’s mainstream investors. We believe we are the right investment Advisor for you.

Just submit your information in the form below and The Mutual Fund Store® Advisor near you will call you and send a FREE DVD copy right away.

The Mutual Fund Store normally requires a minimum of $50,000 in investible assets to provide an ongoing advisory relationship.

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About the DVD

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It’s important to really get to know whom you will be entrusting all or part of your life’s savings.

The Mutual Fund Store® DVD helps you get to know us, including:

  • What Makes Us Special features our TMFS “getting started” story and what makes us unique.
  • Who We Are provides insight into our experience and national presence.
  • Our Investment Philosophy explains our unique philosophy we believe can help with your financial future.
  • What You Can Expect answers questions about how we design and build your personalized plan, our service, client communications, fees and becoming a client

To find The Mutual Fund Store® Advisor directly who can answer all your questions about us, click here.

Questions? If you have questions about this form or requesting the DVD, contact us at 877-345-TMFS (8637).

NOTE: We respect your privacy. By submitting the information above, you consent to The Mutual Fund Store® using the information you provide to communicate with you and provide more information about products and services. Read more about The Mutual Fund Store Privacy Policy.

 

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The Mutual Fund Store® advisors provide independent, fee-based, investment advisory and asset management services based on asset allocation models and mutual fund recommendations from Chairman and Chief Investment Officer Adam Bold. Customized portfolios are developed and implemented for clients based on their unique financial situation and ability to tolerate risk associated with investments in securities.