Important Information:
The Mutual Fund Store® is a nationwide system of registered investment advisers which include affiliated companies and those which are independently owned and operated franchises. Individual stores are SEC or state registered investment advisers. Each Store can offer investment advisory services to prospective and existing clients in the state where the Store is located, while a number of Stores may also offer advisory services in nearby or other states. If you are a resident of a state that doesn’t have a Store, use this link to contact the Store nearest you for information about whether it offers investment advisory services in your state.
The Mutual Fund Research Center®, under the direction of its Chief Investment Officer and founder of The Mutual Fund Store®, Adam Bold, along with Director of Investment Strategy, Stacey Schreft, provides asset allocation and mutual fund recommendations as well as market and economic research to each Store in The Mutual Fund Store® organization and their advisors. This includes the Store which provides you with advisory services. The Mutual Fund Store® advisors provide independent, fee-based, investment advisory and asset management services which include developing and implementing customized portfolios for clients based on their unique financial situation and ability to tolerate risk associated with investments in securities. The Mutual Fund Research Center® produces and distributes a live radio show titled The Mutual Fund Show. Hosted by Adam Bold, The Mutual Fund Show is a nationally syndicated radio show dedicated to mutual fund investing. The Mutual Fund Show airs weekly in markets across the country where The Mutual Fund Store® also is located.
Adam Bold is founder of The Mutual Fund Store® and Chief Investment Officer of The Mutual Fund Research Center® which provides asset allocation and mutual fund recommendations as well as market and economic research to each Store in The Mutual Fund Store® organization and their advisors. This includes the Store which provides you with advisory services. Mr. Bold is also host of The Mutual Fund Show, a nationally syndicated radio show dedicated to mutual fund investing. The Mutual Fund Show airs weekly in markets across the country where The Mutual Fund Store® also is located.
Mutual Fund Media Center – Information is not considered a solicitation to buy or an offer to sell investment advice or products and is solely the opinion of those who submitted such opinions.
Other Legal Information
Information on this website is not considered a solicitation to buy or an offer to sell any security. Investing in securities, including mutual funds, involves risk including the risk of loss. Investment return and principal value of a mutual fund investment will fluctuate and may be worth more or less than the original investment. Investors should consider the investment objectives, risks, and expenses of a fund carefully before investing. Past performance is no guarantee of future results. Before investing in a mutual fund, request and review the fund’s prospectus or consult with a professional fee based financial adviser
Calculators
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. To the extent that any client or prospective client utilizes any calculator or similar device contained within or linked to The Mutual Fund Store®’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from TMFS. Contact a TMFS investment advisor for more complete information based on personal circumstances and to obtain personalized individual investment advice.