Formulas to beat the market

Easy to Follow Investment Models for Individual Investors


Earn More | Risk Less | Sleep Easy


Too Many Investors are Frustrated with their investing results.

We understand that investing can feel complex and that you may be fearful of making the wrong decision.  You may be wondering “Do I even have a chance?”

are you afraid of making a bad decision that may have a long term impact?

Are you confused by conflicting investment advice?


Do you feel you are paying too much for financial advice?

Are you wondering if you have the time or knowledge to invest successfully?

Do you wish that there was a simple way to invest that kept you on track to reach your financial goals?

The Answer…

Leveraging over 30 years of experience, we’ve built a platform that can serve as the bridge between proven academic research and real-world practical applications.

We provide quantitive models for investors to follow.  We’ve researched the strategies, read the books and whitepapers, and tested the models real-time with real money.


Invest with Confidence

Your financial goals are important and should never be left to chance. By applying a systematic, rules-based process, our portfolios constantly adapt to the changing market. The result is lower volatility and more consistent results in both good markets and bad. That’s investing the way it should be.  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 you safely protected by automatically providing your account with 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 account from major market declines.

Save money

Access to our models is for one flat-fee, regardless of the size of your portfolio.  This can save you thousands of dollars in management fees.

Action Steps

Our Easy to Follow Process

Step 1

Get Access

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


Step 2

Place Your Trades

Follow our easy-to-understand model allocations and update your brokerage account so that it matches our model.


Step 3

Periodically Rebalance

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



“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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