Managed Accounts caters to DIY investors. But there are many good reasons why you might want professional assistance:

Commitment of Time. While we try to keep portfolio maintenance as simple as possible, it is still an ongoing commitment. And maybe your situation does not allow you to make this commitment right now. With a managed account, you can be sure your portfolio is always rebalanced on time.

Quality of Life. Life is busy, and there is never enough time to do the things you love. With a managed account, you can sit back and enjoy the convenience of a professional handling your portfolio for you.

Peace of Mind. Trading with is not complicated. And still, there is always room for potential errors. With a managed account, you have the peace of mind that a seasoned professional trades your account.

Bertram Solutions:

We have licensed our portfolios to Bertram Solutions, an investment adviser specializing in algorithmic trading, for those members looking for assistance. Bertram Solutions' proprietary infrastructure allows them to run customized portfolios in each client's account with daily rebalancing.

Frequently Asked Questions

What is a managed account?

A managed account is an account that is owned by you and held in your name but managed by a financial professional. Because the account is held in your name, you have complete control over it. However, the financial professional oversees the account and the trading activity within it.

How does this work?

First, you and your financial professional agree on an investment policy for the account. Further, you grant your financial professional discretionary authority to place orders in your account - but only within the bounds of the agreed-upon investment policy.

Where is my account held?

Bertram Solutions uses Interactive Brokers as its custodian. This adds another layer of protection for you because the financial professional never takes custody of your hard-earned funds.

How do I know what's going on?

Managed accounts are fully transparent. You can log into your account and review the activity at any time. And the custodian sends you a monthly statement with all the details, including the fees.

How much does it cost?

Bertram Solutions charges an annual fee of 1% of assets under management in your account. This fee is calculated daily and deducted monthly in arrears and does not include brokerage commissions, transaction fees, or other related costs and expenses that the client normally incurs.

As an added bonus, Bertram Solutions's clients receive complimentary access to TuringTrader's Premium membership.

What is the minimum account size?

The minimum account size for a managed account with Bertram Solutions is $100,000.

Can I still trade myself?

Absolutely! You decide which accounts you want your adviser to manage and which accounts you want to trade yourself. And, of course, the management fee only applies to your managed accounts.

How do I get started?

Simply contact Bertram Solutions at or call (425) 616-2755 to schedule a free consultation.