We specialize in developing low risk, low volatility money management strategies.
The mission of Portfolio Cafe is to provide individual investors and registered advisors access to model portfolios that leverage modern financial theories and that deliver higher returns with meaningful lower volatility, than commonly recommended “diversify and rebalance strategies”. It is our belief that the path a portfolio takes is just as important as the end result.
At Portfolio Cafe, we seek to develop rules-based investment strategies designed for consistent and repeatable behavior. We believe that a dynamic, quantitatively-driven process facilitates long-term consistency and success in both investment performance and risk-management. Our models are based upon academic research and white-papers and are fully disclosed.
Models beat the human forecasters because they reliably and consistently apply the same criteria time after time. In almost every instance, it is the total reliability of application of the model that accounts for its superior performance. Models never vary. They are always consistent. They are never moody, never fight with their spouse, are never hung over from a night on the town, and never get bored. They don’t favor vivid, interesting stories over reams of statistical data. They never take anything personally. They don’t have egos. They’re not out to prove anything. If they were people, they’d be the death of any party.
James P. O’Shaughnessy
“What Works on Wall Street”
President and Managing Director
Tim has been in the investment industry for over two decades. Tim began his career with a Midwest regional NYSE member firm where he specialized in institutional fixed income strategies and systematic stock selection methodologies. He was among the early users of Internet based databases that allowed for security screening and technical analysis.
In the early 1990’s Tim started his own money management firm where he began to develop a “risk managed” approach to investing that focused on protecting capital during market declines. Later, as the chief investment officer of a family office, this approach would serve to help protect client portfolios during the volatile markets of 2001-2002.
The original idea for Portfolio Cafe was developed in 2003 and FolioCafe, LLC was formed in January 2004. Although Tim was having success using Exchange Traded Funds rotation strategies and quantitative models, he realized that most retail investors were not familiar with such strategies and thus saw a need for a platform that could make this approach easily available to all investors.
Tim believes that today, anyone can invest using the same sophisticated techniques used by large hedge funds and institutions –
“It has never been easier, less expensive, or more possible than now. Portfolio Cafe is the often missing “instruction manual” that delivers practical insight on how individual investors can utilize these sophisticated strategies to consistently grow their portfolios.”
Tim has been a regular guest on Bloomberg Radio and was the recipient of the Structured Products Association’s Leading Edge Advisor award in 2009. He has held FINRA series 3,6,7,24, and 63 licenses. Tim is a graduate of both the Dorsey Wright & Associate’s Broker’s Institute and the Advanced Institute and is proficient in a variety of technical analysis approaches. Tim is a contributor to Seeking Alpha, See it Market and is a Featured Expert at Equities.com.
When Tim is not reading or writing about investing he enjoys spending time outdoors, and is an avid fly fisherman and snowboarder.