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.


Trustworthy

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

Reliable

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

  • robust trading platform
  • top-notch data feeds

Convenient

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
Email: info@bertram.solutions
Hours: Monday – Friday, 8:30 am – 5:00 pm

 

Bertram Solutions LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

© 2021 Bertram Solutions LLC.
All rights reserved.