Meet One of Our Certified Guests™



Systematic, Tactical and Absolute Return Style Portfolio Strategies

Tim Fortier is a veteran investment industry professional specializing in systematic, tactical and absolute return style portfolio strategies.

With over 30 years of experience as an investment professional, Tim has worked as a broker, advisor, chief investment officer, and consultant. Through the years he’s seen it all, experiencing 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.

Those experiences showed Tim 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, he began building rules-based stock models using the available information.

In 2004, Tim 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.

Tim Can Talk To Your Audience About:

  • The 10 myths of Wall Street
  • Why diversifying your portfolio isn’t the silver bullet
  • Why common held beliefs about investing are WRONG
  • Why managing RISK is THE most important aspect of
    portfolio management
  • Why rules-based investing works and how it gives investors an EDGE