fundValue is a unique, low cost, conflict free, Mutual Fund and ETF Advisory Investment Service.

fundValue program benefits include:

  • Safeguarded custodied investments
  • Award winning platform
  • A conflict free Mutual Fund Service
  • Seasoned advisors available to discuss and review your portfolio
  • One (1) detailed portfolio Mapping per year
  • Ongoing email contact with alerts, recommendation(s), reports and updates
  • Free checking
  • No hidden costs
  • No annual account maintenance fees
  • One low flat rate trading cost per transaction
  • Only $25,000 account minimum
  • Free powerful research and analytical tools
  • Free real-time data
  • Free calculators
  • Free educational tools


Our three step process is simple and confidential.

Click Here to Get Started