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27 Oct 2011

This site is concerned about promoting a customer-centric business model in the mutual fund industry, so shareholder are considered clients, not customers. is published and written by Chuck Epstein ( , who has held senior level marketing communications positions at the New York Futures Exchange, Chicago Mercantile Exchange, Russell Investments, Principal Financial,

26 Oct 2011

Welcome to

Mutual funds have, by default, become one of the primary vehicles to build wealth in America.  Pensions and savings were the traditonal vehicles in the last generation, but today, the erosion of home equity, decreases in 401(k) accounts, and threats to the future of Social Security all translate into new




The Progressive Investor