Want an independent advisor who has
your best interests in mind?
Experience The Mutual Fund Store difference:
  • Personalized investment plan
  • Active account management
  • Professional investment advice
  • The Mutual Fund Research Center®
  • Commitment to client communication

Enter your information and your local Mutual Fund Store advisor will contact you.

Our Investment Approach

Finding the path to your goals

Every investor is unique, with different needs and goals. We designed our investment approach to embrace that individuality. Whether you’re looking to grow your assets or want to stay conservative and generate income, we’ll build a plan based on your needs and preferences.

Our process starts with you.

How It Works
  1. We call you to schedule an evaluation.
  2. Our three point evaluation includes an assessment of your risk tolerance, portfolio needs, and goals.
  3. Your free personalized plan includes customized planning and specific investment recommendations.

Why Choose the Mutual Fund Store?

Communication

Proactive, regular communication keeps you updated with performance reports, ongoing developments, topical information, and more.

Personalization

We meet with you face-to-face in one of our 100+ offices nationwide. We then take our in-depth research, not someone else’s, and create an investment plan tailored specifically to your needs.

Expertise

Our expert recommendations reflect advice from our team at the The Mutual Fund Research Center®, including company founder Adam Bold, a nationally recognized mutual fund expert and contributor to financial/news leaders as well as the host of The Mutual Fund Show®.

Our process starts with you. Simply fill out the form above to get started!

Our founder, Adam Bold, is a contributor to these financial news leaders:

The Wall Street Journal, Fox Business, U.S. News, Smart Money, CNBC, Kiplinger's Personal Finance, Forbes.com

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