Investment Advisors Focused on You
The client comes first
Investing is different at The Mutual Fund Store. We don’t sell you products. We provide personalized investment management designed to help you build wealth and reach your investment goals. Our approach is simple: help you succeed by looking out for your best interests.
We work for you
Because we don’t earn commissions for selling financial products, you can trust you’re receiving unbiased advice. Plus, you can count on regular, ongoing contact from your advisor and a clear explanation of our straightforward fee.
A history of serving everyday investors
From modest beginnings, The Mutual Fund Store today brings personalized, fee-based money management to investors nationwide.
Your rights as our client
We believe every investor is entitled to objective advice, an easy-to-understand investment plan, regular communication, and an advisor who’s accountable for the results.
Disciplined investment approach
Our advisors use a simple but thorough approach to understand your needs and goals, set you on the right path, and track your progress over time.
Independent, in-house research
The experts at The Mutual Fund Research Center® conduct extensive research on thousands of mutual funds. You can be confident that we’ve thoroughly vetted the funds you own in your account.