Asset Management Focused on Your Goals
Investing for what's important to you
At The Mutual Fund Store, we manage investment accounts to achieve your goals, not ours. For us, asset management means building an investment plan tailored for your needs, and then monitoring both the investments and your personal situation over time—to make sure we’re helping you get where you want to be.
What can you expect?
- A diversified plan that meets your goals and incorporates how you feel about taking risk
- Investment recommendations from The Mutual Fund Research Center, our professional team of analysts and economists
- Disciplined rebalancing to maintain the risk-return balance in your account
- Ongoing communication, so you stay informed and we learn about any changes in your situation or goals
We want you to be comfortable with your plan and confident that we’re looking after your investments. In the end, it’s all about making sure you have the money you need for the important things in life.