Broker Check

Bloomberg Wealth Manager Recognition 2008

Mutual Fund Management Co. is pleased to announce that we were recognized in 2008 by three publications in their rankings of top Registered Investment Advisors (RIA) and top wealth managers in the United States.

Wealth Manager Magazine has once again, for the seventh time out of eight years, ranked Mutual Fund Management Co. as one of the top wealth managers in the United States. Wealth Manager collects data from the Securities and Exchange Commission (SEC) in addition to surveys completed by their subscribers. The rankings were based on the average account size and growth of assets under management during the previous year.

Additionally, for 2007, we were placed among the top RIA firms listed in Financial Advisor magazine in the $100 to $300 million category. Financial Advisor magazine compiles rankings that are divided into five asset categories based on assets under management. Qualifying firms for this ranking are required to be a registered advisor with the SEC, offer financial planning services, have predominantly individual clients and be independent advisors.

Last year our firm was once again listed in the respected publication, the CPA Wealth Provider magazine. We were previously named as one of the largest investment advisory firms in the country with a CPA affiliation and in the latest April 2009 issue, we were one of four firms selected to receive honorable mention for sustained growth and initiative.

We are very honored to have received these rankings and recognition and want to thank our clients who helped make these achievements possible.