The Mutual Fund Store 38 East Germantown Pike Category: Invested Management |
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Company representatives
Phone: (610) 239-8323
Email: moc.erotsdnuflautum@eroconobk
Matt Turner, Client Services Representative
About The Mutual Fund Store
We focus on personalized mutual fund management unique to each client based primarily on his or her financial goals and ability to tolerate risk.
Adam Bold founded The Mutual Fund Store 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 in mind.
Adam hosts The Mutual Fund Show every Saturday morning from 10am-11am on 1210am.
Products and Services
- Investment Management
Opening Hours
We are open 8am - 5pm, Monday through Friday. Please call to schedule appointments after hours and on Saturday.
Business categories
- Tax Sheltered Investments
- Management Investment Open-End
Location Type
Branch
Employees
2 to 4
Years In Business
18
Rating
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