Important investing decisions shouldn’t be based on gut feelings and emotions. At Bertram Solutions, our approach to investing is based on the power of quantitative analysis and unambiguous rules.
Our novel planning approach is simple. We directly connect your financial goals with optimal and personalized investment strategies to eliminate guesswork and ensure your investments align with your objectives while striking the perfect balance of risk.
We leverage extensive computer simulations of our tactical portfolios across decades of historical data and diverse market conditions to prove the efficacy of our methods, providing you with the confidence and peace of mind you deserve.
As a result, when you work with our team of financial professionals, you can be confident that your money is in good hands, feel stable and secure when markets turn volatile, and spend more time on the things you love.
Creating a personalized financial plan is an essential step toward securing a healthy financial future. As such, our team of dedicated advisors works closely with you to develop a comprehensive plan that highlights your financial goals, aligns with your unique lifestyle, values and assets, and outlines a realistic path to achieve them. Through careful analysis of your current financial situation, we help you identify potential gaps and provide strategic recommendations to bridge them, empowering you to make well-informed decisions that contribute to your long-term financial success.
At Bertram Solutions, we offer our comprehensive financial planning service for a one-time fee or integrated with ongoing wealth management services.
Successful wealth management is more than investing in a buy-and-hold portfolio. It requires careful balancing of risks and returns to preserve your wealth and align with your unique lifestyle and goals. As such, our team takes a holistic approach to deriving the investment objective from the financial plan, developing a personalized investment policy, adjusting your asset allocation as markets evolve, and tracking your returns.
We use our expertise in financial analysis, tactical asset allocation, and trading operations to ensure you stay on track toward a successful financial future.
Managed accounts require much more than good trading ideas. At Bertram Solutions, our trading services are designed to provide you with a seamless and efficient experience so you can focus on what really matters to you.
Our cutting-edge trading services are a one-stop solution to apply your trading signals to one or more accounts. Regardless of whether you bring your own signals or use some of ours – we handle the trading operations for you.
Our management fee is 1% for accounts up to one million US$ assets under management, between one and two million US$ 0.85%, and over two million US$ 0.75%.
We charge a fixed minimum fee of $500 for financial planning services, which may vary depending on the complexity of each client’s individual circumstances. This fee may be waived if the client enters an investment management relationship following the financial plan.
No, our clients own their brokerage accounts and remain in full control. However, we do ask for a limited power of attorney to perform discretionary trading in their accounts.
Yes, we work with clients all over the United States. We utilize video conferences and screen-sharing to conduct our remote business.
Due to the complexity of our proprietary trading, we require a minimum account size of $100,000 to start investing.
We maintain a strong curiosity towards cryptocurrencies and monitor their trajectory; however, we currently do not include them in our service. Their unique risk-return characteristics, combined with the relatively short available history make it difficult to validate trading strategies. Further, we see a lack of tradeable securities and regulation.
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.
