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Mutual Shareholder Services, LLC (MSS) provides transfer agent and accounting services for small to medium size no load/loaded mutual funds. Located in Cleveland, Ohio, MSS specializes in an array of services, including fund accounting, regulatory compliance, administrative, and transfer agent services.  MSS incorporates a number of services into one company.  By decreasing fund cost with a comprehensive cost effective customized service, MSS provides the greatest dollar value for its customers.  Our focus is on providing quality-customized services, which maximize our customers' growth and assets.

MSS was built upon a system of fund accounting and shareholder processing, written and programmed by the President, Dr. Gregory B. Getts.  Dr. Getts received his Ph.D in Operations Research and specialized in portfolio management at Case Western Reserve University.  He has worked in the field for the past twenty years.  Along with a dedicated and  highly trained staff, Dr. Getts is determined to provide the most efficient and comprehensive service offered to the mutual fund market. More>

Mission Statement
Mutual Shareholder Services, LLC is built upon providing clients with accurate fund accounting, detailed reporting, precise shareholder record keeping, an outstanding Customer Service center that all of your clients deserve, and everything our customers need to make their Mutual Fund grow with as little stress as possible.
Our Values
     The Elements of Superior Quality
  • Accurate and Precise Fund Accounting
  • Reasonable Pricing for Your Fund

  • Courteous and Reliable Customer Service For Your Shareholders

  • Reasonable Approaches to Fund Start Up to Lower Your Monthly Expenses

  • Quality Care and Control, Because Your Fund Means Everything to Us