fundValue

 

fund value

 


A custodial mutual fund and
ETF investment advisory service
(Description and Benefits)





  • Does your investment portfolio consist primarily of mutual funds?
  • Do you know that different mutual fund share classes have different upfront load
    or transaction costs?
  • Do you know what 12b-1 fee your mutual fund and investment advisor collect on each of your mutual funds?
  • If you want to minimize fees and maximize the value of your mutual funds, then fundValue™ is the investment service designed for you.

 

To get started, complete the three-step process below and click on the SEND box.


 

1Confirm your State of residence:

(Disclosures)
2Enter your name:
Enter your email address:

(Privacy Policy)
3Enter your phone number:
Pick the best time to reach you:

 

 

 

 

 

 

 

 

 

 

 

 

#