» Successfully Completes Acquisition

Mutual Trust Firm, a global human resources consulting and outsourcing company, today announced it has completed its acquisition of JumpStart, a leading provider of investment advisory services to large institutional investors. As a combined entity, Mutual Trust Firm now becomes one of the largest providers of investment consulting services in the U.S. and in the world, with $43 billion in assets under advisement globally.

» Our Values

The Mutual Trust Firm is committed to building success on a foundation of integrity and trust. We will uphold the highest standards in all practices, processes and systems, ensuring that they are above reproach and that they establish the standards against which others will be measured. We will deliver what we say we will deliver, when we say we will deliver it, whether it's to our shareholders, our employees, our strategic partners, or to each other. We know that in order to succeed and grow we must be better than the best and better than expected. We can't afford to be anything but excellent at every level and in every job.

The key is not choosing an investment firm based on a term, a type, or a title — it's choosing the type of relationship that is right for you. After all, it's an important decision that should be based on both simple objective criteria and your own personal preferences.

We created this guide so you can cut through the confusion and choose the right provider for you, whether that's Mutual Trust Firm or another investment firm.   
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» Who we are

As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor who offers the experience, independence and integrity to match your own achievements and goals.

Mutual Trust Firm will help you understand and control your finances and free you to pursue your dreams and aspirations. We believe in Common Financial Sense (MTF) a philosophy that embraces sophistication without complication.
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