Know, Like & Trust are keys to selling investments

How We Help Your Mutual Fund Company 

  • They will now KNOW your brand by showing your logo your listing on the #1 industry directory

  • They will LIKE your brand with your crediblilty of standing out on the top industry directory and with your focused marketing message

  • They will TRUST your company enough to click the link on your listing for more information on your landing page so you can re-market to them for years with your funnel procress.


  • is the #1 ranked mutual fund directory website in the world in Google search, Bing, Yahoo and mobile search.  We have the data since 2011 to back it up. Your company needs to be here.
  • $8 million in business on our directory website each month. 1,500 retain investors X $5,800 per new customer in gross profit after commissions (A-share or B-Share)
  • 18,000 retail invesrtor traffic per year or over $100 million in business on our site each year.
  • Using our offer below, if this helps you sell less than three new customers enterprise-wide in a year out of the 18,000 customers on our website, this more than pays for our service for the entire year. Yes, this is no-brainer.
  • Perfect for Branding, messaging, and lead gen by promoting know, like, & trust for your brand to 18,000 customers who are looking make a change.
  • and help private mutual fund investors quickly and easily gather useful information from the companies to upgrade their investment company.
  • Why this opportunity | #1 Google ranking | high-value targeted traffic | top of Funnel positioning for new clients.
  • Corporate PR Professionals. Mutual Fund Company Corporate Premium Link Subscribers get to actively choose and control what to promote in the comment section. Without your direction, we will add the news of the day is easiest to find. Just look at the comments.  Letting us find something on the net to put in our comments is risky since we are in front of ALL of your competitors and your prospective customers. Control your message and narrative. Just leave time for the FINRA approval process!
  • Existing Brokers and Employees Impact | Your brokers and employees will appreciate being a part of the industry directory. Possilbe employee moral boost as an inexpensive side benefit. This HR benefit alone could be far more than the small monthly investment. Could the branding, messaging, and new sales would just be a bonus? 
  • How much? $1,800 per month. (see the Fall 2019 Offer below)
  • How to start our service?  Most company PR departments or advertising departments just advise their current advertising agency to start our service on a MTM or term basis with the Fall 2019 Offer. Simple.
  • Our Fall 2019 Offer | Ask about our half off the first half of your term. (Six-month term gets the first three month at half price.) Plus, another 8% off for autopay.

Contact us today at for more information, sign up for a trial or sign up for the offer.

  • Why | Upgrade to your brand shine on the de facto #1 worldwide directory list with all your competitors in YOUR billion dollar niche.
  • Why | These two sites are nearly ONLY reviewed by your | future customers | existing customers (retention) | agents  | competitors | and your peers.
  • Why this opportunity | #1 Google ranking | high-value traffic | top of Funnel positioning for new clients.
  • What | Mutual Fund and Female Investor (new) publishes the top 120 mutual fund companies ranked by Assets Under Management (AUM) each quarter since 2011.
  • How | Mutual Fund is the (2014 – 2019) #1 rated mutual fund directory site in the world and has been on the front page in this billion dollar niche for four years. It is a must for mutual fund company advertisers. Female Investor is new and up and coming site addressing a key and highly profitable niche.
  • Why | This solution helps you move the needle to achieve your metrics at a small ROAS friendly subscription investment.
  • Corporate PR Professionals | Control the message that gets out to investing public and to your top 100 peer companies. I will pull news off the net for non-subscribers which may NOT be your first choice in your message. Reduce your risk and protect your corporate image from random web news.
  • How Much | With a conservative industry average gross profit after the commission of $5,844 per new median retail customer over a 3.2-year horizon and $103,000 portfilio. With the offer, break-even is ONLY about 2.8 +/- new median sales in the first year. Moreover, your company gets exposure to thousands of retail prospects with many of which in the buying cycle or in the “coveted” self-education process.
  • How to give this a try | Most Investment companies instruct their current advertising agencies to start our service on a trial basis (MTM) or for a short term with “Our Offer”. Simple.
  • Our 2019 Special Offer | Get half off the first half of any term you want. (A six-month term gets half off the first three month.) Plus, an addiional 8% off for autopay.
  • Bottom line | Helps move your needle with small subscription rate with a proportionally large impact.  Viewed by your prospects (many in the buying process) | your agents | and your industry peers.

Contact: Mike Dunn | 704-408-8050 | mike@mutualfundmarketingservices

Give us a try! We want your business!

  • We are still the de facto #1 Directory Site in your Billion $ Niche | You need to be here
  • Perfect Branding Support in Front of Existing and Future Customers | You need to be here
  • Enhance Corporate Image in Front of your 120 Top Peers | This will Help Your Corporate Image
  • We are bloggers so we put up easy news from the web | PR Staff – subscribers control the message
  • Subscribe to and get included for your first term
  • Contact | Mike Dunn | | 704-408-8050 | Will Work Hard For You

Value Proposition for Premium Link Service for 2019

  • is the defacto #1 ranked industry directory in the Mutual Fund Niche worldwide per Google, Mobile, Bing, and Yahoo for the past 5 years and counting. 
  • With all the investment company TV ads bombarding investors, the investing public is confused. When consumers are confused they go to the internet to get more information. That is when small investors come to our website to get more information. That traffic of public investors “in the buying cycle” is our value to you and your company. We put your logo and information of customer in front of your targeted customer who are looking to possibly make a change or addition. Perfect for your branding, PR and customer lead generation.
  • Your advertising or your representative’s cold call is the first step in the sales funnel. We are the 2nd step in the funnel – independent confirmation on the leading mutual fund industry directory website. Let our Premium Advertising Service help you move your prospect to the next step in the funnel. That is even more value to you.
  • We get 18,000 over organic (mutual fund / investment company related) searches per year per Google Analytics.
  • The gross profit per conversion using industry averages is $5,859 in gross profit (after commissions – A-share) pe new client’s $103,000 median household portfolio moved to your company.
  • With our Q3 2019 offer, the breakeven for the year is just 3 new sales “enterprise-wide” out of the 18,000 mutual fund prospects searching our mutual fund directory site for mutual fund company information each year.
  • If you are like me, you just want each advertising vendor to at least pay for itself. This opportunity puts the numbers in your favor with a Break Even Point conversion rate needed of just a mere 0.05% out of 18,000 people searching for a new mutual fund company or just 3 conversions per year with our Q3 Offer.
  • If we help you make just 9 new sales enterprise-wide per year you will have at 200%+ ROI per year on this opportunity.
  • On a monthly basis, less than just “ONE” additional sale per quarter “enterprise-wide” more than pays for the hotlink premium service for the entire month on the defacto #1 directory website in the world in the Mutual Fund Industry (Ranked #1 from 2014 – 2019 – see below)
  • Perfect Branding Support in Front of Existing and Future Customers | Enhance Corporate Image in Front of your 120 Top Peers
  • We have your target traffic. 1,500 mutual fund customers per month X $5,859 value (gross profit) per customer = $8.7 million in new business in gross profit on this site per month 
  • Premium Link Advertising Service – Consider maximizing this opportunity with a hotlink (also includes, , your color logo as a hot link to your landing page, a short news 100 character message that you control instead of a random comment about your company off a newsfeed, a rotating banner advertisement and a highly ranked industry link to your website (see the key word ranking chart below.) Ask about our bonus for Q3 2019.
  • Link fee: $1,800 per month


In Summary


We are the defacto #1 Mutual Fund Directory in the world with 18,000 high-value unique visits a year
Your new customers, your existing customers, and your industry peers will see you …

If this site helps you make 4 new average sales per year out of the 20,000 prospects, the service has paid for itself for the year. It gets even better, this 8 new acquisition number “per year enterprise-wide” assumes you will just get half of the new customer’s portfolio. Yes, the intent is to make this a no-brainer. Give this directory premium service a try in 2019.

Put your best foot forward on your industry’s defacto directory

I am asking for your business for 2019. Give this advertising opportunity a try and let us earn your continued business.

We comply with all FINRA regulations. Specifically, we do not receive nor accept compensation for purchase actions by customers. These sites promote the selection of mutual fund companies by retail investors – not the funds or other investments products offered by the companies.

FINRA regulatory notice 10-06 requires “static” messages to be submitted to the normal 10-day FINRA/Mutual Fund advertising process for banner advertisements and the 50+/- character message.

Terms of Service | Privacy Statement 

FINRA Statement

This website adheres to US Securities and Exchange Commission – Section 202(a)(11)(A)-(E). We comply with all SEC rules and regulations.

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