The Mutual Fund Store® Approach Serves Investors Well

By Fawn Fitter

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.

By: Mutual Fund Store

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