Managed Accounts caters to DIY investors. And while we try to keep portfolio maintenance as simple as possible, it is still an ongoing commitment investors need to make. Maybe you can't make this commitment right now. Or you might prefer the convenience of having a financial professional handle the portfolio maintenance for you. To service investors looking for an all-in-one managed solution, we have licensed our portfolios to Bertram Solutions.

Bertram Solutions:

Bertram Solutions LLC is an investment advisor specialized in algorithmic trading. Their proprietary infrastructure allows them to run individualized portfolios in each client's account, with daily rebalancing. For these Wealth Management services, Bertram Solutions charges a fixed fee based on the client's Assets under Management.

Managed accounts are available to investors with accounts exceeding $100,000 and include a complimentary Premium membership to