The Research Library

“As a premium subscriber to Morningstar, I can tell you without question your stuff is better than Morningstar.” — Ken Ziesenheim, Raymond James Financial, Sebring FL
retired President, Thornburg Securities Corp
Board of Directors, FPA
author, Separate Account Management
Business Board of Advisors, Stetson University

As a financial advisor, you probably have ready answers to just about any question or problem that your clients and prospects put in front of you.  However, unless you can prove them, all of your answers are just your opinions . . .  and all of your competition have opinions.

The research library here at Active Fund Strategies is intended to provide you with factual proof for the claims you make to prospects and your valued clients.  It also serves to help you create or adjust your presentations so that everything you offer is backed by fact rather than opinion.  With over 30 years in the business, our founder and CEO Jeff McTague has tried to think of every point you might make or every question you might be asked.  With his guidance, we then set out to prove or disprove the claim.  Since we began our work in 1997, we have built quite a library; however, we are never finished.  We are constantly looking for new ideas to research, and our subscribers also suggest new topics for research.  As well, existing research always needs updating.  Check us out.
Our extensive research library provides proofs and fact-based conclusions to over 600 research questions.  The topics are listed in the margin to the left.  Click on any topic to reveal the research proofs and conclusions.  Non-subscribers can access any report with the FREE symbol  .


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“In terms of making a positive impact on my business, Jeff McTague’s philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

— JoLynn Free, First Vice President — RBC Wealth Management, Austin TX
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