Trading as a Service

There are many great financial minds out there, developing portfolios and strategies outside of our scope.

Thanks to our proprietary infrastructure, we can track these portfolios and trade on your behalf.


Outsourcing your trading requires trust. As an investment advisor, we meet the highest standards.

  • we have a fiduciary duty
  • we use a 3rd-party custodian


Trading requires flawless execution. Our proprietary infrastructure makes sure we do things right.

  • robust trading platform
  • top-notch data feeds


Managing portfolios takes time and effort. Free up time to pursue what matters more.

  • enjoy the benefits
  • avoid the nuisance

Get Started

The fastest way to learn more about our trading service and get started is to give us a call or send us a message.

Bertram Solutions LLC
1525 4th Street
Kirkland, Washington 98033
Phone: (425) 616-2755
Hours: Monday – Friday, 8:30 am – 5:00 pm