Bertrand Investment Strategies recommends third-party investment managers to clients. Bertrand Investment Strategies gathers information about your financial situation and objectives and then makes recommendations regarding the suitability of a third-party manager or investment style based on your financial needs, investment goals, and tolerance for risk. Bertrand Investment Strategies monitors the performance of the third-party manager to ensure their performance and investment style remains aligned with your investment goals and objectives.
Fee Structure
Bertrand Investment Strategies recommends third-party investment managers. Clients will be billed in accordance with the third-party manager's fee schedule. Bertrand Investment Strategies receives a portion of the advisory fees charged by the third-party manager for the referral. Bertrand Investment Strategies does not manage client assets.