Built on 25 years of systematic research — and one market crash that proved the thesis.
Early in his career, Tim Fortier noticed something that most practitioners ignored: risk management was the most important variable in long-term investment outcomes, and almost nobody was talking about it. While the industry chased returns, Tim began developing a systematic approach to managing downside risk — one grounded in rules, not discretion.
That work was tested in real time. When the dot-com bubble collapsed in 2001, the framework held. It was an early confirmation that a rules-based, risk-first approach wasn't just theoretically sound — it worked when it mattered most.
Began publishing simple, transparent rules-based investment models — building a public track record grounded in systematic process long before "quant" became mainstream.
Served as Chief Investment Officer for a wealth management firm while simultaneously building structured investment products with some of the world's largest financial institutions.
Transitioned to independent consulting — advising public and private companies on investment strategy — while simultaneously developing the comprehensive suite of rules-based models that would become the foundation of Drawbridge Strategies.
The original firm was split into two focused entities: Drawbridge Strategies, which owns the research and intellectual property, and Drawbridge Alliances, which serves institutional and advisor clients.
Drawbridge Strategies conducts ongoing research and develops rules-based strategies for direct indexing, separately managed accounts (SMAs), and ETFs — serving a growing base of financial advisors and sophisticated high-net-worth investors globally.
The through-line across 25 years is unchanged: systematic discipline, transparent rules, and rigorous risk management. Not because it's fashionable — because it works.