Founded by Adam Bold in 1996, The Mutual Fund Store® (TMFS) is a nationwide system
of independent, fee-based Registered Investment Advisory firms.
The Mutual Fund Store® investment advisors provide investment advisory
services to clients using mutual funds and assset allocation models recommended
by The Mutual Fund Research Center, LLC, under the direction of Chief Investment
Officer Adam Bold, founder of The Mutual Fund Store®, and Stacey
Schreft, Director of Investment Strategy. This location is part of The Mutual Fund
Store®, a nationwide system of registered investment advisory firms
which includes independently-owned and operated franchise Stores and company-owned
Stores. For the period ended September, 30, 2009, The Mutual Fund Store® system of investment
advisors collectively managed more than $4.3 billion in assets for more than 27,000
clients. Ask your investment advisor about your Store’s specific client and asset
information.
TMFS investment advisors provide investors with fee-based investment advisory and
asset management services using no-load and load-waived mutual funds to develop
personalized investment portfolios. As independent advisers, no person or entity
in the TMFS system accepts commissions or incentives of any kind for utilizing any
company’s funds in client portfolios.
The company’s target client base—America’s mainstream investors with investment
assets from $50,000 to $5,000,000 or more—typically has had limited access to independent,
fee-based investment advice and has responded in great numbers to the in-person,
full-service investment advice model available through TMFS advisors.
Bold opened the first location in suburban Kansas City, and The Mutual Fund Show®
made its debut on Kansas City radio in the summer of 1998. The show quickly became
a highly-effective vehicle for communicating his message to listeners who would
become prospective clients.
A second store was opened in St. Louis when an agreement was reached to air the
radio show in that market. The show was also a great success in St. Louis, and a
business model was born. The Mutual Fund Show® is now distributed nationally and
airs weekly in nearly 60 markets.
Honors, recognition
- Listed in a 2008 survey of RIAs by Financial Advisor as 8th-largest in the U.S.
by assets under management (AUM) and No. 2 in growth of assets under management
among firms with $1 billion or more in AUM.
- Ranked No. 13 in client AUM and No. 1 in number of client relationships by Wealth
Manager in its 2008 survey of financial advisors not registered as broker/dealers,
banks or trusts.
- Listed at No. 1,392 on Inc.’s second annual Inc. 5000 listing in 2008, ranking No.
10 among 41 Kansas City-area companies on the list.
- Listed at No. 1,386 on Inc.’s inaugural list in 2007, including No. 15 among 42
KC-area companies on the list.
- Ranked by KC Business Journal among 25 fastest-growing companies in Kansas City
area each of the past seven years, including No. 4 in 2008 for revenue growth over
prior three years (2005-07)
- Named a ‘Champion of Business’ in 2007 and 2008 by KC Business Journal, one of only
five firms to receive the honor in its first two years of existence.
- Ranked by Ingram’s each of the past six years among the 100 fastest-growing companies
in greater KC, including No. 24 in 2008 for four-year revenue growth (2004-07).
- Founder Adam Bold named a regional Entrepreneur of the Year by Ernst & Young in
2006 after earning finalist honors the prior two years.