The Mutual Fund Store in a nutshell.

We’ve been helping folks like you since 1996.

Our investment advisors have no hidden agendas and provide objective, fee-based advice and asset management in more than 120 offices nationwide. Our goal is to help you build a better financial future. Plain and simple.

As a client of The Mutual Fund Store, you’ll have a full team of economists and analysts backing you and your goals. That’s because your investment advisor is supported by the Research Center.

Your advisor will skillfully leverage the knowledge and research of our national team on your behalf, so you can be assured your hard-earned dollars are carefully invested.

A Local Relationship Backed by National Resources

Local Advisor

  • Understands your financial goals
  • Builds plan, then adjusts as needed
  • Communicates progress to goals

National Resources

  • Conduct in-depth economic analysis
  • Provide reseearch-based investment strategy
  • Personalize asset allocations

All focused on you and your goals

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization.

Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S.

In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as host of The Mutual Fund Show® on a Kansas City radio station. The show quickly became an effective tool for communicating his message and philosophy to listeners.

In 2000, Mr. Bold opened a second store in the St. Louis area. And when The Mutual Fund Show was also a great success in St. Louis, a business model was born. The Mutual Fund Show is distributed nationally on a weekly basis, airing in more than 65 markets as of December 1, 2012.

The company’s target client base—America’s mainstream investors—typically has had limited access to independent, fee-based, full-service investment advice. At The Mutual Fund Store, advisors develop personalized investment plans for clients using no-load and load-waived mutual funds.

Advisors at The Mutual Fund Store manage client investments using asset allocation and mutual fund recommendations from The Research Center, the research arm for all Mutual Fund Store advisors. Chris Bouffard serves as Chief Investment Officer of The Research Center. No advisor or entity in The Mutual Fund Store system accepts commissions or incentives of any kind for utilizing any fund in client portfolios.

*The Mutual Fund Store is a nationwide system of registered investment advisory firms, which includes independently owned and operated franchise Stores and company-owned Stores.
**as of Dec. 18, 2014
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