Mutual Fund Consulting Services 

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Providers of mutual fund consulting services.
BGI Defined Contribution
Simple yet Sophisticated Investing. Professionally Managed. Learn More.
SponsorMatch | LifePath
www.bgiDCsolutions.com
No Load Mutual Funds
Low cost and active management with T. Rowe Price. Get Started Now.
TRowePrice.com
Mutual fund
Creating Wealth Since 1905. Diverse Products, Focused Research.
www.LincolnFinancial.com
Mutual fund
Over 2K No Load, No Transaction Fee Funds.Winner Forbes Best of the Web
www.FolioInvesting.com
Mutual Funds Service
Find more sources/options for Mutual Funds Service
www.webcrawler.com
Mutual fund
Get Answers to Your Questions on Mutual Funds on WSJ - Visit Now
www.wsj.com/johnhancock
Mutual Funds
Find Mutual Fund Resources. Get Reliable Advice In Your Area.
DoTellAll.com
Baron Funds
Mutual Funds - growth investors. Long-term Investors/Research Driven
www.BaronFunds.com
Investment Funds
With Morningstar's Independent Fund Investor Newsletters
www.morningstar.com/
Robert L. Baumann CFP (R)
Financial Advisor & Investment Plan W Lake Village CA Call 818-991-8871
www.baumannfinancial.com/new /bauman
Expert Witness Insurance
Risk & Insurance Consultant www.expertwitnessininsurance.com/
www.expertwitnessininsurance.com
Visit E*TRADE Securities
Over 7,000 mutual funds and 1,000 no-load, no-transaction-fee funds.
ETRADE.com
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A-Z Mutual Fund Consulting Services Provider Directory
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B
BGI Defined Contribution
Simple yet Sophisticated Investing. Professionally Managed. Learn More.
www.bgiDCsolutions.com
E
Eastmark Consulting
Provider of consulting and custom programming services specializing in portfolio management, 401K processing, mutual funds, securities and trusts for IBM mainframe and DEC VAX systems.
www.eastmark-consulting.com
J
JBI Associates
Management consultants specializing in life insurance and mutual funds marketed on an international or pan-European basis.
www.jbi.net
P
PFPC
Complete range of services for mutual funds, partnerships and other pooled investment vehicles, both domestic and offshore; also, retirement services.
www.pfpc.com
Plan Design Consultants
Consultants and administrators of daily valued, multiple mutual fund family 401(k) plans and pension and profit sharing plans.
www.plandesign.com
No Load Mutual Funds
Low cost and active management with T. Rowe Price. Get Started Now.
TRowePrice.com
Mutual fund
Creating Wealth Since 1905. Diverse Products, Focused Research.
www.LincolnFinancial.com
Mutual fund
Over 2K No Load, No Transaction Fee Funds.Winner Forbes Best of the Web
www.FolioInvesting.com

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Guide to Mutual Fund Consulting Services

Hiring a mutual fund consulting services firm

By Felicia R. Blue


Mutual fund consultants can help your business meet its investment objectives. Because there are so many mutual funds out there, it’s easy to feel overwhelmed. You want to make the best investment decisions for your business. After all, you have employees who have dedicated themselves to making your business profitable. Now, you want to return the favor by ensuring their retirement plans yield high returns.

You should consider hiring a mutual fund consulting firm. A mutual fund consultant is trained and experienced in finding solutions to your investment objectives. If you’re concerned about risks associated with investing in mutual funds, a mutual fund consultant can put your anxieties to rest because it will:
  1. Go over in detail its mutual fund consulting.
  2. Monitor your investments.
  3. Change your investments if it sees you’re exposed to too much risk.

Action Steps
The best contacts and resources to help you get it done


Take charge of your mutual fund investing

If you want to take a more active role in researching and selecting mutual funds, consider registering with a mutual fund consulting and researching company. You can access the same information that mutual fund consulting firms have. There are many sites on mutual funds that you'll find it's easy to get all of the information you're looking for. You can find valuable information on mutual funds, including the investment management team, their objectives, annual returns, etc.

I recommend: Check out Strategic Insight’s site. You’ll have to subscribe to its service. This mutual fund consulting firm has provided mutual fund consulting services for more than 20 years. Strategic Insight has databases that provide comprehensive information of more than 32,000 U.S.-based open and closed mutual funds. Go to Scottrade’s website, where not only can you research the mutual funds, but you can buy and sell them.

Hire mutual fund consulting firms to invest for your business

If you don't want to be at all involved in the mutual fund investing, why not consider mutual fund consulting? A mutual fund investing consultant can find the right mutual funds that will suit your objectives. They can recommend if you should invest only in U.S. funds or should you invest in global funds. The mutual fund consulting services firm will provide you a selection of the funds.

I recommend: Banc of America Investment Services offers mutual funds asset management consulting services. This mutual fund consulting company can set up a diversified portfolio for you, using one account. JanusIntech International specializes in working with institutions. These mutual fund consultants provide investment and risk-managed strategies.

Build a rapport with your mutual fund consulting firm

You want to be proactive. Mutual fund consulting can be your best friend. You don't just want to know your financial adviser, but try to build a rapport with the team, including the mutual fund consulting firm's research analysts. Your firm can keep you abreast of new investment opportunities. If you're looking to change your investment objectives, let these mutual fund industry consultants do all of the grunt work.

I recommend: The Nottingham Company is a mutual fund consulting firm that will allow you to view your account information on the Internet. Check out LinearFinancial, a mututal fund consulting service company where you can either fill out a form or call its toll-free number and speak to a mutual fund consultant.

Tips & Tactics

Helpful advice for making the most of this Guide

  • •  Keep track of your mutual fund's performance. Even though you may have trusted a mutual fund consultant to buy and sell securities, it's still your money.

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Mutual Fund Consulting Services

Hiring a mutual fund consulting services firm.
Mutual fund consultants can help your business meet its investment objectives. Because there are so many mutual funds out there, it’s easy to feel overwhelmed. You want to make the best investment decisions for your business. After all, you have employees who have dedicated themselves to making your business profitable. Now, you want to return the favor by ensuring their retirement plans yield high returns.You should ... Read more
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