who we are

Active Fund Strategies is a premiere technical-analysis research firm that has packaged its proprietary mutual-fund scoring system with a well-researched, active fund-management strategy to provide financial advisors with a proven approach to building and managing client portfolios successfully.
 
Investors used to pick financial advisors based on trust.  After the last bear market of 2008, many investors, including the younger and more technology-oriented, demanded far more than that.  The AFS system has an extensive track record that shows your clients, step by step, how you can create and manage winning portfolios for them. 
 
AFS uses extensive data analysis to create a report card that identifies the top 11 mutual fund features that most readily predict mutual fund success. It allows financial advisors to move beyond past performance – always a poor predictor – and design forward-looking, winning portfolios.  These report cards serve as a mutual fund focus list for many subscribers and as a second opinion for everyone.
 
Buy-and-hold strategies left the many retirees who held fast during the 2007-2008 market squeeze with losses they may never recoup during their lifetimes. Instead, AFS has designed a proprietary technical analysis that, combined with a responsive strategy for fund management in both bull and bear markets, allows advisors to protect billions in client portfolios.
 
Active Fund Strategies receives endorsements from managers and advisors at many of the top firms.

“Jeff, you are the first presenter ever invited "back by popular demand" to speak at the RBC Women's Conference.  I know that I and others are looking forward to hearing you again!”  — Cyndi Kay, Financial Consultant, RBC Wealth Management
 
 After you preview our website’s content, we would like you to subscribe and add your name to the list of successful financial advisors who find extraordinary value at Active Fund Strategies.
 
Active Fund Strategies is the creation of noted mutual fund expert Jeff McTague, who uses his extensive background (36 years) as a retailer, wholesaler, researcher and lecturer to create and deliver an investment philosophy and process designed to raise the competence, confidence and production of ALL financial advisors. What makes it unique is that every facet of the program is supported by fact, rather than opinion. Over the years, Jeff’s lectures and continuing education classes have been enthusiastically received by thousands of advisors across the country.

“Jeff made one of the best presentations I've ever heard. It was powerful, got your attention, and I look forward to his return trip." — Mark Katzoff, Sales Manager - Legg Mason, Philadelphia PA


If you called any of these firms home, you may have been a part of one of Jeff’s training sessions:

AG Edwards — Ameriprise Financial — CIBC — Janney Montgomery Scott — Legg Mason — McDonald Investments
Morgan Keegan — Piper Jaffrey — Raymond James — RBC Wealth Management — Robert W. Baird
SunTrust Investment Services — Thornburg Investment Management — Transamerica — UBS Financial Services
Wachovia Securities — Wells Fargo Advisors

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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