find out why...
INVESTORS CHOOSE THESE ADVISORS EVERY TIME!
Investors choose advisors because they either like them or trust them or both.
But no amount of likeability will keep clients if their portfolios don’t perform. All too often, advisors offer portfolio suggestions based on past performance and little else. As a result, many advisors see clients coming and going, always looking for a solid, successful program on which to build their portfolios.
Active Fund Strategies president Jeff McTague created a successful 11-point system in 1998 that does just that. AFS will provide all the materials necessary to shape and explain your investment philosophy, with proofs about why you do what you do . . . and most importantly, why it works.
He also developed a detailed process, with proofs, of how the portfolio management should be conducted every step of the way. Together, this investment philosophy and process help build client relationships and convert more prospects to long-term clients.
Using AFS’s meticulous, fact-based approach, top financial advisors are building superior portfolios for their clients right now. Shouldn’t you be doing the same for yours?