About Us

The mutual fund inspector provides time saving expert individualized service for clients who want to better manage their retirement plans.

The Mutual Fund Inspector is unique in the financial services market. First we work with all customers despite their account size. Second, The Mutual Fund Inspector is not a broker-dealer and will not be selling any financial products in the near future.

 
 

Save Time & Avoid Confusion

Most financial products are complicated and unnecessarily confusing, and retirement accounts are no exception. Have you ever tried to read your 401K statement? Depending on what fund you are invested in, it could be as clear as day or as cloudy as a rainy day in Seattle, WA. We deal with all or any of the 3rd parties to ensure we meet your objective saving you time and the confusion of doing so yourself. 


Industry Experts

Many of the fund companies and broker-dealer view customer service as a necessary cost, not as an opportunity for profit. Our inspectors have at least a decade of experience providing customer service in the mutual fund industry. 


Conflict Free Guidance

Our only mission is to provide guidance and clarity on your retirement accounts. The Mutual Fund Inspector is not a broker-dealer and will not be selling any financial products in the near future. This allows our focus to be on your interest and not that of your fund.