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Adam Bold is an American author and businessman. He is the founder of The Mutual Fund Store[1], Smart401k and host of The Mutual Fund Show[2], a national weekly talk radio show focused on mutual fund investments. The show airs in multiple markets nationwide[3]. Bold is a Chartered Mutual Fund Counselor (CMFC), a designation awarded by the College for Financial Planning, and a Certified Fund Specialist (CFS), a certification awarded by the Institute of Business and Finance[4].

In 1996, Bold founded The Mutual Fund Store, a fee-based investment advisory service using mutual funds to build client portfolios[5]. The company is headquartered in Overland Park, KS, with locations nationwide[6].


In the summer of 2004, Adam Bold and Scott Revare founded Smart401k, a Web-based independent investment adviser, with the goal of helping employees invest in their 401(k)s.

Bold also is author of The Bold Truth About Investing[7], published by Ten Speed Press.

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[edit] Awards and recognition

Bold was a three-time finalist in Ernst & Young’s Entrepreneur of the Year Award regional competition before earning the distinction in 2006 as the Central Region’s top entrepreneur in the financial services sector[8].

He was named to the Board of Advisors for the Institute of Business & Finance (IBF), the fourth oldest provider of financial certifications in the United States[9].

Bold is viewed as an authority on mutual fund investing and is frequently featured on CNBC, Bloomberg and FoxBusiness and quoted in numerous national publications[10].

[edit] References

  1. ^ Kansas City Business Journal, "Bold idea changes face of investing in mutual funds": (http://kansascity.bizjournals.com/kansascity/stories/2007/04/09/editorial3.html). Accessed May 9, 2009.
  2. ^ MutualFundShow.com: About the Host (http://www.mutualfundshow.com/host/index.asp). Accessed May 7, 2009
  3. ^ MutualFundShow.com: On-Air Schedule (http://www.mutualfundshow.com/schedule/index.asp). Accessed May 7, 2009.
  4. ^ MutualFundShow.com: About the Host (http://www.mutualfundshow.com/host/index.asp). Accessed May 7, 2009.
  5. ^ MutualFund .com: About Us (http://www.mutualfundstore.com/about_us.asp). Accessed May 7, 2009.
  6. ^ MutualFundStore.com: Office Locator (http://mutualfundstore.com/map.asp?enteredzip=00000&form=office). Accessed May 7, 2009.
  7. ^ RandomHouse.com (http://www.randomhouse.com/catalog/display.pperl?isbn=9781580089883). Accessed May 7, 2009.
  8. ^ Ernst & Young (http://www.ey.com/Publication/vwLUAssets/Excellence_newsletter_CM_-_2006_Summer/$FILE/Excellence_CM_Summer_2006.pdf). Accessed May 4, 2009.
  9. ^ Institute of Business & Finance (http://www.icfs.com/). Accessed May 7, 2009.
  10. ^ MutualFundMediaCenter.com (http://mutualfundmediacenter.com/tmfs-in-print.asp). Accessed May 1, 2009.

[edit] External links

[edit] External links




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