Trading as a Service
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