The Mutual Fund Site Announces Free Asset Allocation Model Builder Service

The Mutual Fund Site (www.MutualFundSite.org) announced a new service that will help investors build an asset allocation model. Based on six highly targeted questions that site visitors can answer and submit, the Mutual Fund Site will individually review and recommend an asset mix within two business days.

“This is a free service that we hope novice and intermediate investors alike will take advantage of,” said Christopher Fitch, site Founder. “Since we are not outfitted to sell investments, we believe that our independent, human-based service is extremely unbiased. It focuses entirely on the investor, not on flavor of the day investments that pay the most lucrative trailer fees.”

Fitch trusts that the service will provide the most vulnerable investors with the confidence and understanding they need to productively work with financial planning professionals.

Currently, live individuals at the Mutual Fund Site review each submission manually before recommending and returning a proper Asset Allocation Models. The site’s home page estimates the turnaround time for the reports at 2 business days.

“One of the most difficult parts of the investment planning process is working through the investor profile,” Fitch elaborated. “With our service, investors can take the time they need to properly consider and understand the most important components that make up their profile. And they can do it from home instead of sitting across from a financial planner during a rushed lunch-hour meeting or at the end of an intense appointment that has left them numb from number crunching and numerous other financial planning considerations.”

While there is no cost to participate in the service, the Mutual Fund Site admitted that it may consider automating the review and recommendation process at some time in the future. Fitch insisted that the site will never charge for this service, “not even a modest fee.”

Investors are encouraged to use their Asset Allocation Model as a discussion piece with their financial planner and/or advisor. As well, “the model aims to help independent investors figure out where to invest in terms of asset class, specific to their circumstances and needs,” Fitch said.

About The Mutual Fund Site
The Mutual Fund Site publishes content-rich information about investing, investment strategy and mutual funds.

Contact Information

Christopher Fitch

Founder

Mutual Fund Site

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