We Think Differently About Investing
We believe that building wealth is more about managing risk than seeking outsized returns. We believe that human emotion is detrimental to long-term portfolio growth. We believe that academically researched, systematized models deployed with rules-based accuracy deliver long-term investing success.
WE SPECIALIZE IN DEVELOPING LOW RISK, LOW VOLATILITY MONEY MANAGEMENT STRATEGIES.
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 O'Shaughnessy
Are You Looking for Sophisticated Strategies & Practical Insights?
Are You Looking to Receive Clear Trade Signals?
Are You Disapointed with Your Past Investment Returns?
Do You Want to Work with an Advisor Who Does Not Just Repeat the Same Advice as Every Other Advisor?
YOU’RE IN THE RIGHT PLACE
Who We Serve
Whether You Invest For Yourself or For Others, We’ve Got You Covered
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.Tim Fortier
Portfolio Cafe provides individual investors fully transparent, investment models that offer higher returns with lower risks than traditional diversify and hold approaches. Benefits of membership include:
- save time – most models require less than 15 minutes per month to monitor and trade
- save money – the cost of our annual membership is about 1/3 what most financial advisors charge
- access to fully researched, “institutional” quality models.
- downside risk management – protects your portfolio from prolonged periods of market losses.
- fully automated management of our strategies with a dedicated advisor for investors who prefer to delegate the responsibility to a licensed professional.
Financial Advisors, Institutions & Publisher
Portfolio Cafe provides outsourced portfolio management to qualified professionals. Model strategies can be white-labeled and customized to meet the specific needs of investors.
Additionally, for financial publishers with an existing list of subscribers, our model have demonstrated to be an excellent way to grow additional revenue.
If you are an institutional advisor or publisher, please call us at 816-565-1275 to discuss your specific needs.
Portfolio Cafe’s mission is simple: I want to provide transparency and low-cost access to systematic strategies that have normally not been available to investors. I believe that systematic strategies driven by quantitative models provide greater risk-adjusted returns, protect against bear markets, and outperform market indexes in the long run.
I do this by sharing models that I have developed that are based upon leading ideas from academic research and institutional money managers. My models are completely transparent. After spending nearly 30 years as a professional within the financial industry, I have learned a thing or two and I am happy to share my experience with you.
While ETF’s on their own offer low fees, they don’t protect your savings from market downturns and they provide no opportunity to outperform the market.
I truly believe that in order to achieve long-term, lasting wealth, investors must be willing to challenge the status quo and learn to embrace new methods and new thinking.
I firmly believe that there is no reason why you can’t follow the successful strategies that are similar to those used by institutions and hedge funds. When I first got started in the investment industry some nearly thirty years ago, trading costs were significant….today they are practically zero. And ETFs give every investor the ability to own or short virtually any asset class with the click of a mouse. Today, it truly is easier than ever.
If this sounds interesting to you, please take a minute to join our community below.
Reviews & Endorsements
“Tim is a quant, a guy who is fascinated by numbers, especially numbers that relate to successfully managing money. While he is schooled in the old style of portfolio theory, he has moved on. He has developed his approach after studying the academic research of the past 20 years and built his investment models using that research. Tim’s approach begins and ends with rules. There’s no emotional turmoil, the math is what matters. His performance through the past decade has been outstanding, the highlight being how well he protected assets during the 50% pullback in 2008. While most investors took 5 years just to get even after that disaster, Tim’s managed account, called Keystone, took only months and actually finished the year with a gain of just under 9%!”
JIM P. – retired executive, Merrill Lynch, FL