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What Makes The Mutual Fund Store® Special Company founder and Chief Investment Officer Adam Bold founded The Mutual Fund Store® (TMFS) with a vision of becoming a premier, independent, fee-based investment advisory and asset management services firm. After spending a number of years in the commission-based, broker-dealer side of the financial services industry, Adam's vision included a move to a fee-based, advisor-client relationship model where investment decisions and recommendations would be made strictly with clients' best interests... More
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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.