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The Mutual Fund Store

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My experience was positive overall. The advisor and office staff were consistently knowledgeable, professional, and courteous. The meeting began with the advisor giving a clear description on HOW investing with The Mutual Fund Store® worked. She said the services offered by TMFS were risk analysis, investment plan formulation, implementation, and quarterly and annual account monitoring.

The advisor said convenience is the company’s main value proposition. At the end of the meeting, she said The Mutual Fund Store’s purpose is to serve customers who don’t have the time, desire or knowledge to do it themselves.

My assumption about The Mutual Fund Store® was that it was an easy-to-use advisory firm aimed at the average Joe; my experience was close to that. The Mutual Fund Store’s fee-based advisory price structure and use of no-load mutual funds were straightforward and appealing. Its enrollment process and paperwork seemed on par with other brokerage firms in my experience - not shorter or simpler. It did not seem overtly aimed at individuals with fewer assets to invest in mutual funds or any other type of securities.

Editor’s Note: The author was compensated by Gregory FCA Communications for conducting this research and issuing the report. Gregory FCA Communications provides public relations services to various companies, including The Mutual Fund Store, LLC.

www.themutualfundstore.com

The Mutual Fund Store

My experience at the Santa Clara, Calif., office of The Mutual Fund Store® more than adequately conveyed that the company is designed to serve clients with as little as $50,000 to invest, providing them with financial expertise and services that are ordinarily only available to investors with much larger portfolios ? and by doing so, helping those clients achieve higher returns than they might on their own.

Walt Kasianchuk, managing partner of the Santa Clara office, spent a significant amount of time explaining TMFS services in a polished, comprehensive presentation that clearly communicated what he and the company offer, in a way I felt even a novice investor could understand. We discussed my risk tolerance, he described how TMFS chooses funds and how he selects among them, and he explained why the benefits of active financial management justify the fee clients pay. Next, he reviewed my current portfolio, suggested specific ways to improve my investment plan and explained how he would implement those changes. Finally, he walked me through the paperwork involved in becoming a TMFS client.

Overall, my visit was a positive one, and I left the office feeling that TMFS and Kasianchuk could in fact manage my money more successfully than I can do myself.

Editor’s Note: The author was compensated by Gregory FCA Communications for conducting this research and issuing the report. Gregory FCA Communications provides public relations services to various companies, including The Mutual Fund Store, LLC.

www.themutualfundstore.com

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