We provide innovative research and development services to empower investment advisors. Unlock new opportunities, stay ahead of the competition, and further enhance value to your clients with our cutting-edge solutions.
We help with:
Our team possesses a unique combination of skills, spanning software engineering, digital signal processing, quantitative analysis, finance, and business. Over the course of the last ten years, we have designed, implemented, analyzed, optimized, and traded hundreds of investment strategies, collecting a vast amount of hands-on experience.
Past projects include:
The successful implementation of tactical strategies begins with the accurate, reliable, and timely calculation of trading signals. As such, this process requires a significant investment, including data subscriptions, software licenses, infrastructure development, data grooming, ongoing maintenance, and more, which may not be feasible for smaller practitioners.
At Bertram Solutions, our finance professionals are experts at calculating customer-specific algorithms on our cloud-based proprietary infrastructure to deliver the signals straight to your inbox. By outsourcing trading signals, you free up those valuable resources you need to better serve your clients.
The daily maintenance of tactical client accounts is a multifaceted and complex task. It involves mapping the target allocation from the trading signal onto individual accounts, and creating, reviewing, and sending order baskets to the brokerage for execution. However, as a practice grows, this process often becomes resource-intensive.
At Bertram Solutions, we excel at running trading operations and successfully executing thousands of orders each year. By outsourcing your trading operations to our team of finance professionals, your practice can regain the scalability you need to further grow your AUM.
Every day, more and more investors demand tactical portfolios to address the investment reality of rapid market movements and decreased yields. As these markets become more dynamic, traditional investment approaches often fail to generate the desired returns. To remedy this, investors need tactical strategies that can adapt to the markets, capture opportunities as they arise, and manage risks. For smaller offices, this poses significant challenges as they lack the infrastructure and expertise to transform their business.
However, as a team of advisors specializing in technical portfolios, we help with aspects such as:
Our team is dedicated to guiding and supporting smaller offices to overcome limitations and enhance their ability to deliver competitive returns for their clients.
We have developed a family of best-in-class tactical strategies that stand out among the best in the industry. These strategies have been developed to address a broad range of investment scenarios and have undergone rigorous testing through advanced computer simulations and live trading to ensure their effectiveness and stability. We deliver trading signals for these strategies through our proprietary cloud-based platform.
Partner with Bertram Solutions and integrate our innovative strategies into your client’s portfolios and instantly elevate your client services.
We live and breathe tactical asset allocation based on clear rules, and quantitative analysis. Our unique methodology covers every aspect of the investing process, starting with strategic financial planning to determining optimal investment policies, and managing client accounts. This approach lets us provide complete solutions that align with unique client goals and maximize their investment potential.
Check out our free online book to learn more about our methodology and how you can improve your client experience.
Computer simulations form the basis for any serious R&D of quantitative trading strategy. Unfortunately, typical commercially available tools are ill-suited to develop and test the type of cross-asset strategies needed to meet the demands of retail investors. At Bertram Solutions, we develop and maintain our proprietary backtesting engine, TuringTrader, to overcome these limitations and boost your productivity in investment testing and analysis.
Create and test your own investment strategies with ease and accuracy with TuringTrader, our open-source solution for end-of-day trading. Whether you are a novice or an expert, TuringTrader helps you trade smarter.
Our ideal client is an advisory firm or practitioner seeking help implementing tactical investment strategies and providing more value for their clients.
We collaborate with a diverse range of businesses, primarily focusing on smaller investment advisor firms.
We like to structure projects into small milestones with a defined scope. At the end of each milestone, we discuss the findings with our clients, and agree on the next steps. We bill our projects on a time and material basis.
Take the first step toward elevating your client services and growing your AUM by scheduling a complimentary consultation with financial professionals at Bertram Solutions today.
