For more than 30 years, Commonwealth Fund Services has assisted in the formation and start-up of over 3 dozen new Mutual Funds.
Beginning with deciding on the fund’s objective, to creating
policies and procedures for investment decisions, determining suitable channels
of distribution for marketing, to ensuring that you are compliant with industry
regulations, Commonwealth will provide a comprehensive roadmap and walk you
through the startup process step-by-step.
If your firm is considering adding a mutual
fund to its list of investment products and is unsure of where to start, we have
the tools necessary to introduce an advisor to the mutual fund business. Many
advisors have the impression that a fund must be $50-$100 million in asset size
in order for the costs of starting and operating a
fund to be economically viable. Commonwealth
prides itself on providing a low cost quality alternative to the process of
starting and operating a fund.
To learn more about starting a mutual fund or to obtain a quote for
startup services, please contact us at (800) 527-9525 or complete the form on
the Contact Us page.