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The Mutual Fund Store® system includes individual stores which are registered investment advisers through the state they’re located in or the Securities and Exchange Commission. These stores offer investment advisory services in the state they’re located in, while a number of them may also offer the same services in other states. If you are a resident of a state that doesn’t have a store, use this link to contact the store nearest you for information about whether it offers investment advisory services in your state.

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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.