Rules Based Investment Models for Professionals
Turnkey asset management designed to simplify, grow, and maximize the
impact of your Advisory business.
Are you an investment advisor, RIA, or OSJ who wants to attract new business, increase your profits and have more time to do the things you need or want to?
We feel your pain. We can help.
Being a financial advisor in the age of digital advice can be challenging. We understand the pain and frustration of increased competition, fee compression, increased compliance, and the sameness across the industry.
In a market that is challenged on all sides by easily accessible financial planning tools, robo-advisors, self-help options and big-name firms, how do you stand out to attract more business? It’s one of the biggest challenges that every financial advisor faces.
Yet, for progressive advisors, it has never been easier to build a thriving practice that stands out from the competition.
Transform your business. Let us show you how.
the answer
..We provide outsourced portfolio management at a fraction of the cost of what those “big platforms” charge.
Rules-based models aligned with your clients’ core concerns and desires. Geared for better outcome and predictability.
Unique investment strategies to help you differentiate yourself from the world of “me too” financial services.
Flat-fee pricing that can save you and your clients’ tens of thousands in unnecessary management fees.
Marketing & Sales material to help you grow your practice.
Market research, tools, and webinars to provide you with a strong foundational background and understanding our our process.
Our Investment Approach…Adaptive Asset Allocation
We take the emotion out of investing. Our approach is strictly rules and mathematical based.
We continuously reassess the market and adaptively adjust the portfolio mix.
Our Dynamic Downside Protector ® keeps your clients protected from protracted market declines. Because when clients succeed, financial advisors succeed…
Features
sophisticated strategies
We use advanced algorithms to build a diversified global portfolio of ETFs and stocks giving you access to strategies that are unique and that are designed with your clients’ emotional desires in mind.
higher returns
Our strategies have historically provided higher returns than traditional diversify and hold approaches providing greater predictability and higher confidence.
no guesswork
Our rules-based process produces precise buy and sell signals month after month. By elimination of human emotions we eliminate the #1 reason investors and most managers underperform the market.
lower risks
Our strategies have historically demonstrated significantly lower downside volatility than traditional buy and hold approaches. This helps keep your clients on track and lessens the chance of emotional decisions.
sleep well
No longer do you have to fear big market declines…our systematic approach will keep your client’s safely protected by automatically providing your accounts with downside protection..and your income.
Save Money
Our competitive flat-fee pricing allows advisors to make more profit and pass on savings to their clients. An advisor with $20M in AUM could easily save over $60k versus traditional third party managers.
“I am an active manager with over 48 years of experience. I was introduced to Tim’s Keystone strategy by friends of mine who were pleased with the excellent client retention they had using it. I now have been using the strategy myself I am pleased with the performance. It relieves stress because the draw downs are small and it keeps my clients happy with the results.”
I have been using models created by Tim for a few years now. For me, they provide an easy way to implement successful strategies that create long term wealth within a risk adjusted portfolio.
For my clients, regardless of their age, they like the fact that they are participating in the market but also move out of the market when risk is higher.
The models provide a good balance of different asset classes that I might not necessarily have picked myself, thus providing the needed diversification for growth and risk.
“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%!”
Choose the approach that works best for you:
Investment Models
For RIAs, OSJs, or Financial Advisors who want simple to follow, time-saving models that you implement on your own. Models & research delivered to your inbox every month.
Turnkey Asset Management
For RIAs, OSJs, or Financial Advisors who are seeking cost-effective outsourcing of all portfolio management functions. Contact us to discuss your requirements.
Consulting
For RIAs, OSJs, or Financial Advisors who want custom strategies, assistance with implementation, marketing assistance or coaching.