About Us

Being investors ourselves, we recognized the need for algorithmic portfolios aimed at private clients. As such, we pioneered Bertram Solutions to offer private investors a range of innovative investment solutions that align with their unique financial goals.

Whether your financial aspirations involve creating college funds or planning for retirement, Bertram Solutions will optimize your path to achieving them.

We also empower investment advisors looking to elevate their client experience through cutting-edge investment strategies.

The Founders

Felix Bertram

Founder

Felix Bertram is the founder of Bertram Solutions LLC, and successfully manages the investment accounts and designs model portfolios.

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Felix’s path into financial services originated from his frustration over the available products and services: as an investor, he was looking for a data-driven approach to tactical asset allocation. After he couldn’t find suitable offerings, he began researching quantitative investment analysis in 2011, laying the foundation for Bertram Solutions.

Unlike other financial professionals, Felix’s career path started in engineering. He holds an MS in electrical engineering and has proven his ability to invent and create during 30 years of developing software, firmware, and FPGAs in the consumer electronics field. Further, Felix holds an MBA in general business administration and has proven his strong entrepreneurial spirit with his involvement in multiple innovative startups. This broad and somewhat non-linear background demonstrates Felix’s analytical and results-oriented approach to all aspects of life, including wealth management.

Check the background of this investment professional on FINRA’s BrokerCheck.

Birgit Bertram

Co-Founder

Birgit Bertram is the co-founder of Bertram-Solutions LLC. While she contributes to the management of investment accounts, her primary focus is in financial planning and client relations.

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With a degree in business administration and years of experience in leadership roles in finance, accounting, and human resources, Birgit possesses a unique skill set. She excels in business operations, project management, and delivering tangible results. Her passion lies in working with individuals from diverse socio-economic backgrounds, understanding their unique needs and concerns, and providing optimal solutions even during times of financial turmoil. This track record positions her well in both financial planning and evaluating the suitability of portfolios for consumers.

Check the background of this investment professional on FINRA’s BrokerCheck.

Empowering Investors by Navigating the Risk-Return Conundrum

Many clients approach investing strictly from the perspective of returns, believing that beating the market is synonymous with financial success. This stance often lures them to pursue overly aggressive investments, while simultaneously being fearful of potential losses.

Bertram Solutions Takes a Different Approach.

We believe that investing is a tool to reach financial goals, and that suitable risk-return tradeoffs can only be made by analyzing the individual’s goals, priorities and timelines. Our unique and novel approach partitions the client’s total wealth, distinguishing critical financial goals from more lofty blue-sky wishes, or generational wealth. Each of these investment scenarios optimizes for different characteristics, creating a rational, non-emotional path to determine the optimal risk-level for the client’s specific circumstances.

Shifting the focus away from returns and toward reaching financial goals helps investors understand the necessary tradeoffs, manage their expectations and make informed decisions. By adopting this approach, our clients invest with confidence, stay the course during challenging market conditions, and resist the temptation to take unnecessary risks, ultimately leading to more sustainable and successful investment outcomes.

Cutting-Edge Technology

2008

Prompted by the 2008 recession, we began exploring superior investment approaches.

However, outside of options limited to aggressive hedge funds for accredited investors, we could not find any tactical portfolios available to private clients. So, Felix leveraged two decades of experience in software engineering and quantitative finance and developed the open-source backtesting engine TuringTrader which models the intricacies of financial markets. That’s when we embarked on the journey of quantitative investment analysis laying the groundwork for Bertram Solutions.

2012

We launched the inaugural portfolio in early 2012, showcasing the potential of automated portfolio management.

Since then, we meticulously simulated and analyzed hundreds of tactical portfolios crafted by esteemed financial experts. Through this process, we have gained invaluable insights and lessons about what works and what to avoid. Built upon this foundation, our proprietary portfolios have undergone continuous development and refinement using exclusive research to enhance performance. At Bertram Solutions, our approach harnesses the power of technology to expedite learning and provide us with insights that surpasses what could be gained through a lifetime of hands-on trading experience.

2018

In 2018, Bertram Solutions registered an Investment Adviser firm, expanding our services to external clients.

The success of our tactical portfolios called us to share our expertise with a broader clientele. Our proprietary technology platform allows us to personalize our strategies such that they align perfectly with our clients’ individual financial aspirations.

Today

As investors ourselves, we wholeheartedly stand behind our strategies.

We actively trade our portfolios, allowing us to gain firsthand experience and invaluable insights. This hands-on approach lets us continuously refine our strategies and explore new and innovative ideas.

Our Free E-book on Investing!

In the sea of confusing financial information, for successful investing it is paramount to separate fact from fiction, debunk myths and avoid chasing the wrong goals.

The stakes are high when it comes to personal finance. As such, we believe it is essential to empower individuals with accurate knowledge, guide them towards reliable sources and help them gain confidence to make smart financial decisions.

At Bertram Solutions, our team emphasizes the importance of making informed decisions, setting realistic goals and pursuing financial success with conviction. Inspired by the various articles we published in the past, we decided to consolidate our knowledge and insights in a structured book to share with a wider audience.

Check out our free online book about investing, Invest like a Pro, to learn all about our methodologies and data-driven approach to investing.

Ready to Take the First Step to Take Control of Your Financial Future?

Schedule a complimentary consultation with our team of financial professionals at Bertram Solutions to take the first step toward achieving your financial goals. We look forward to discussing your goals and developing a tailored plan that sets you on the path to financial success.