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Privacy Policy

The Mutual Fund Store® (TMFS) respects and PROTECTS your privacy.

Disclosure: The Mutual Fund Store® will not disclose to outside parties any personally identifiable information obtained from an e-mail inquiry without the consent of the customer (except as required by subpoena or other legal process or in the case of imminent physical harm to the customer or others). The Mutual Fund Store® will only use outside agents, contractors, or other companies to perform services on its behalf when that outside agency has entered into a Confidentiality Agreement which ensures protection of personally-identifiable TMFS client information.

Responses to E-mail Inquiries: When visitors send e-mail inquiries to The Mutual Fund Store®, the return e-mail address is used to answer the e-mail inquiry and communicate with the sender. The Mutual Fund Store® does not use the return e-mail address for any other purpose and does not share it with any third party.

Improper Conduct: The Mutual Fund Store® may use e-mail data if necessary to investigate and help prevent potentially unlawful activity or activity that threatens the TMFS web site or impedes services provided through the TMFS web site.

Updates: The Mutual Fund Store® may amend its Privacy Policy from time to time; these changes will be posted online and take effect as soon as they are posted. To read the company’s complete client privacy notice, please click here.

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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.