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“Fund managers promised they would keep an eye on the market for my client’s accounts, but in hindsight they did not sell anything as a result of a falling market.  So I moved my clients to defined money managers, who promised to shepherd my clients’ portfolios, but they never sold anything either.  Now I use FundElert to do it myself.”
Paul Harris, Financial Advisor ─ Southern Trust Financial, Sarasota FL

testimonials

“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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