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About Jeff McTague

"Jeff, glad I got a glimpse of your training.  This kind of training should skyrocket understanding." - Don Phillips, Managing Director, Morningstar

I have been in the financial services business for 38 years, spending the first 20 years as a wholesaler.  Over the years, I have worked with thousands of Advisors – some new, some veteran and some just trying to figure it all out.  I observed what they did well and not so well.  I focused my efforts on helping them with the “not so well.”  It is rewarding to say that I succeeded in enhancing their confidence, competence and production.

One day I asked myself, “Why them?”

That is, why did the financial advisors I worked with get selected to be the stewards of clients' financial futures.  After all, there are probably hundreds, if not thousands of advisors in their marketplace.  So, why did the clients choose them?

It seemed to me that they were chosen for only two very arbitrary reasons.  The prospects either (1) liked them or (2) trusted them.  Imagine!  With one of the most important decisions a person will ever make, the decision becomes a leap of faith, almost as arbitrary as a coin toss! 

I felt if I could develop a client philosophy and delivery process, completely supported by fact, the advisors who adopted it would gain a serious upper hand in the competition for clients.  I have always believed FAs are fiduciaries first, so creating such a philosophy and process seemed a natural fit!

The philosophy and process I deliver is built around two of my well-researched pillars:

  • Even long-term past performance is a miserable failure at mutual fund selection, yet past performance dominates even the best mutual fund recommended lists. This begs the question "If you cannot select funds based on past performance, how should you select mutual funds?"
  • Through exhaustive research, I discovered that successful mutual funds have 9 traits in common.  I use these 9 traits to create a mutual fund selection tool that takes mutual fund recommended lists to the next level, producing deeper insight and fund selection that is more easily presented and, if needed, defended.

Creating this website in 2008 gave me the ability to reach even more people, including a new generation of Advisors.  It also offers access to my research and beliefs long after the meetings end. 

Today, I deliver the philosophy and process thru in person conferences or branch meetings, tele-conferences, webcasts or podcasts. 

My decades of work and research with mutual funds has led me to be considered a fund expert.  My motto is “Unless you can prove it, it is just your opinion!” 



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