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 DEVELOP LOW RISK, LOW VOLATILITY, rules-based money MANAGEMENT STRATEGIES.
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
Founder & Managing Director
About Tim Fortier
With over 25 years of experience as an investment professional, I’ve worked as a broker, advisor, chief investment officer, and consultant. I experienced the boom of the 90’s, the Tech Bubble, the Housing Bust leading up to the Credit Crash in 2008, the recovery, and all the ups and downs in between.
During this time, I have realized that investors need a better way to invest…a way that helps remove human emotion and creates more predictable outcomes.
In 1993, when financial databases were first becoming available on the internet, I began building rules-based stock models using the available information.
By the late 90’s ETFs were becoming available and I began managing portfolios using sector rotation ETF and country rotation ETF strategies.
Later, as the CIO of a wealth management office, I implemented a number of systematic strategies both for the firm and outside broker-dealers and RIAs.
In 2004, I started Portfolio Cafe as a way to give everyday investors access to rules-based models, similar to those used by some of the largest and most successful hedge funds and institutions.
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.
Come join me in my quest to provide investors with a better way to invest.
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