Work With The Mutual Fund Site
Why work with us? Because we complement everything you are doing for your new, existing and prospective clients.
At the Mutual Fund Site, we provide unbiased information about investment management, investment strategy, mutual funds and much more. We try to generate dialog with our site viewers, but of course there is an element of anonymity because when your clients visit, they want to make sure that the information you give them is indeed in their best interests and not yours.
…we complement everything you are doing
We are not your competitor. We aim to provide informative content about investment-related topics and, honestly, we position our site as a resource that can help vulnerable new and intermediate investors keep their planners and/or advisors honest.
Introducing The Mutual Fund Site
We encourage you to introduce the Mutual Fund Site as early in your relationship with your clients as possible. Since we are not competing for your business, you can use the site for support. Support in what you are advising your clients as well as support in what you preach.
You can start by referring your clients to Asset Allocation Model Builder tool, a free resource that provides visitors with a recommended asset allocation.
For the methodology behind our tool, simply contact us at cfitch(at)mutualfundsite(dot)org or at (424) 645-0707, but please allow a couple of business days for a response. Ideally, our recommendation should align with yours. If not, please let us know where our differences lie (e.g. in asset allocation recommendations), although we doubt there should be any (or much) variance between ours and yours.
As well, you can feel free to send your new, novice and intermediate clients here first, particularly to complete our Asset Allocation Model Builder. This can be a great conversation piece and, as a free resource, can put your clients in the right frame of mind to tackle the task of thorough financial planning.
Recommending Funds
If you have “favorite” funds or investments we have not covered, you can suggest them for review. Although our review process is rather extensive and will definitely not be completed overnight, if the fund meets our guidelines and aligns with our views, we would be pleased to recommend it on our site, allowing you to cite yet another resource when making fund recommendations to your clients.
Please send an e-mail to cfitch(at)mutualfundsite(dot)org, citing “Fund Review: [insert fund name here]” in your subject line. As well, note some of the key points of interest as to why this fund is among your top-recommended.
Who We Target
At the Mutual Fund Site, our target readers are novice to intermediate investors who may have some basic investment knowledge. Our site would be of little interest to accredited investors and those with expert investment knowledge as well as extremely high net worth clients who demand individual asset management services.
A Strong Partnership
Your team at Mutual Fund Site has more than 15 years of financial services experience. We have advised clients just as you do and understand the challenges facing this difficult, time-consuming industry. While the Bernie Madoffs are few and far between, alleviating client concerns is never easy and this is where we see our site complementing everything you do.