Services

Bertram Solutions is a Registered Investment Adviser, specialized on building actively managed portfolios, which are optimized for return and volatility. These model portfolios are offered to investors as standardized products and traded in a fully automated fashion through Bertram Solution’s infrastructure.

The various investment products differ in their characteristics, which are described in their respective summary sheets. Development of model portfolios is ongoing, with new products released on a regular basis.

For more information on the available model portfolios, refer to the Products page. For inquiries regarding our adviser services, please contact us.