Personalized Investment Advice and Wealth Management Solutions
A goal-oriented and data-driven approach to successful investing.
About Bertram Solutions
Bertram Solutions is a boutique investment advisory firm, specializing in quantitative analysis and algorithmic trading. In this approach, all investment decisions are anchored in math, data, and simple rules, eliminating all emotions from the process.
By running extensive simulations with historical data, we can test the effectiveness of our strategies under a broad range of market conditions and gather experiences that would otherwise take more than a lifetime to make. This allows us to uncover hidden market opportunities and fine-tune the management of investment risks.
As a result, our strategies offer best-in-class risk and return characteristics, allowing investors to reach their financial goals sooner and with more confidence.
How We Can Help You
Whether your financial aspirations involve creating college funds or planning for retirement, rest assured that your trusted partners at Bertram Solutions will guide and empower you to achieve them serving private, and business clients.
Private Clients
We serve investors at any life stage or circumstance of their financial journey.
Business Clients
We help advisors with implementing tactical portfolios to add more value for their clients.
What Makes Bertram Solutions Different?
Holistic View
Successful investing is not about chasing unrealistic myths, but about financial success. To optimize the prospects of reaching your goals, we carefully balance returns with investment risks. Our holistic approach begins with detailed financial planning to create a context for your investments. We then optimize the investment strategy based on the timeline and criticality of your goals, while carefully balancing returns with investment risks.
Cutting-Edge Technology
Quantitative investing requires sophisticated tools for research, development, and operations. Leveraging our extensive background in software engineering, we have created an advanced R&D infrastructure with groundbreaking features to support our innovative investment solutions.
We open-sourced our TuringTrader backtesting engine as a means of giving back to the community and engaging in investment-related conversations with bright, like-minded individuals around the world.
In-House Research
Fiduciary investment advice requires eliminating conflicts of interest wherever possible. As such, our team of financial planners and investment advisors takes great pride in conducting thorough in-house research. We continuously analyze markets, assets, and investment ideas to ensure a comprehensive understanding of the ever-changing financial landscape. Our in-house research lets us unify analysis methods, compare investment solutions more fairly, and avoid falling for claims made by issuers and brokers.
Understanding Your Investments
When markets become volatile, investors are often tempted to second-guess their investment decisions. Unfortunately, this is often a disastrous move, resulting in locking in losses and missing out on the rebound. As such, we believe to stay the course in difficult times, investors must have a deep understanding of their financial investments, the reasonable returns they may expect, and the risks involved.
At Bertram Solutions, our financial advisors provide clients with unparalleled transparency, explaining the reason behind every decision and step we make in your financial journey. With this knowledge, our clients are equipped to make well-informed financial decisions and feel confident, even in rough markets.
Client-Centric Boutique Office
Our dedicated team of financial professionals at Bertram Solutions values personal relationships with all our clients and takes pride in prioritizing their financial needs and goals. With every interaction, we apply the utmost care and dedication while providing our highly customized services.
Our Free Book About Investing!
At Bertram Solutions, we’ve written a free book for our clients. In this book, we explore our innovative approach in full detail to teach readers about the significance of financial planning, how to determine optimal investment objectives, and learn why beating the market is not synonymous with financial success.
Ready to Transform Your Financial Future With Data-Driven Investing?
Schedule your free consultation with Bertram Solutions today! Give us a call or send us a message. We look forward to hearing from you. Our investment advisors specialize in quantitative analysis and algorithmic trading to help you plan for the future and reach your financial goals.