Formulas to beat the market

Rules-Based Investment Models for Financial Advisors

 

Attract New Clients| Increase Your Assets| Build an Amazing Business

 

Too Many Financial Advisors are Frustrated with the challenges of growing a successful business.

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 sameness across the industry.

Do you struggle to differentiate yourself to your clients and prospects?

Do you wish you could automatically protect your clients from large market declines?

Are you tired of having to explain lackluster performance?

Would you like to increase your firm's profit margin?

We feel your pain…

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 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 of our process.

 

We understand the needs of advisors.  Leveraging over 30 years of industry experience, we can help you grow your business.  Built for advisors by advisors.  That is the Drawbridge difference

sophisticated strategies

We use  advanced algorithms to build a diversified global portfolio of ETFs and stocks giving you access to strategies normally available only to large institutions and hedge funds.

no guesswork

Our rules-based process produces precise buy and sell signals month after month. By elimination of human emotions you eliminate the #1 reason investors underperform the market.

sleep well

No longer do you have to fear big market declines…our systematic approach will keep your accounts (and your business) safely protected with automatic downside protection.

higher returns

Our strategies have historically provided higher returns than traditional diversify and hold approaches.

lower risk

Our strategies have historically demonstrated significantly lower downside volatility than traditional buy and hold approaches.  Our Downside Risk Protector ® protects your client accounts from major market declines.

Save money

Access to our models is for one flat-fee, regardless of the size of your business.  This can save you thousands of dollars in management fees meaning more profit for you and your clients.

OUR EASY TO FOLLOW PROCESS

GET access

Step 1

Sign up to gain access to our time-tested models designed to improve your investing.

place your trades

Step 2

Simply follow our easy-to-understand model allocations and update your client’s account so that it matches our model.

periodically rebalance

Step 3

You will receive a notification when a change to a model has been made.  When you do, repeat Step # 2.

Testimonials

“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.” 

Robert M.  

Financial Advisor, CT

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.

Kevin K.

Financial Advisor, IA

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