Franchise Opportunities

The Mutual Fund Store^® is a rapidly growing investment advisory firm with more than 60 locations coast-to-coast and over $4 billion of assets under management*.

How did our network of The Mutual Fund Stores^® do it? We’re not just another investment company.

The Mutual Fund Show^®: Adam Bold, founder of The Mutual Fund Store^® and chief investment officer of The Mutual Fund Research Center, is host of The Mutual Fund Show^®, the only nationally syndicated radio show dedicated to mutual fund investments.

Independent: Our clients benefit from us not being affiliated or beholden to any mutual fund family. TMFS provides unbiased investment advice and we do not accept any compensation from the fund families we use.

Fee-based: Because we receive a quarterly fee based upon the assets we manage for a client, our advisors are motivated to monitor the portfolio on an ongoing basis. Furthermore, our advisors are bound by their fiduciary responsibility to keep their clients’ interest first.

Focus on fund managers: The Mutual Fund Research Center analyzes and screens mutual fund managers to identify those with consistent performance over extended periods of time. This focused review is part of the process to determine the mutual funds used by TMFS advisors in client portfolios.

Serve the everyday American: Our clients open investment accounts with as little as $50,000 and have access to thousands of no-load and load-waived mutual funds. This allows us to manage money for the typical mutual fund investor.

Are you tired of prospecting? Then consider the unique business model of The Mutual Fund Store^®. Our process provides the support system you need to focus your efforts on gathering assets and managing client relationships.

New franchise opportunities are available in

Phoenix, AZ - San Diego, CA - Atlanta, GA - New York, NY

Scranton, PA - Wichita, KS - Augusta, GA - Jacksonville, FL - Hartford, CT

For more information on franchise opportunities, contact Tom Schieber, Director of Franchising, (314) 805-6161 or complete the form below.

* More than $4 billion in AUM as of April 30, 2008, collectively by all Stores in The Mutual Fund Store^® system. The system includes both company-owned and franchise Stores.

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Disclaimer:

This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. All offers are subject to the terms of our current Franchise Disclosure Document. Various states regulate the offer and sale of franchises. If you reside in one of these states, we will not offer you a franchise unless and until we have complied with applicable requirements in your jurisdiction. Our Web site has not been reviewed or approved by the California Department of Corporations. Any complaints concerning the content of this Web site may be directed to the California Department of Corporations at www.corp.ca.gov.

Privacy Policy Statement:

How we use and protect personal information at The Mutual Fund Store®

At The Mutual Fund Store®, protecting your privacy is very important to us. We value your trust and we want you to understand what information we collect, how we protect it, and how we use it. We treat personal information – nonpublic information that identifies you- with respect and in accordance with this Privacy Policy.

The information we collect about you, such as name, address, phone number, e-mail address, is solely used for the purpose of responding to your on-line request for additional information regarding potential The Mutual Fund Store® franchise opportunities.

The Mutual Fund Store® does not disclose any of your personal information to any company or organization not affiliated with us that would use the information to contact you regarding their own products or services. Under no circumstances do we sell any of the personal information we collect.

Mutual Fund Media Center | The Mutual Fund Show | Your Investments Show

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.