A complete list of active advisors currently associated with Bert Riddell Cramer, Investment Adviser

Warmer can help you find a great advisor at Bert Riddell Cramer, Investment Adviser or one who fits your needs even better.

Bert Riddell Cramer, Investment Adviser serves individual clients and provides portfolio and investment management services. The solo adviser manages approximately $11.5 million across 16 client relationships and operates as an independent, single-advisor practice. The brochure describes a fully disclosed investment management relationship in which clients select custodial agents used for transactions and recordkeeping, and regulatory filings and annual reports are made available upon request. Compensation is presented as fully disclosed and competitive, with the firm focused on professional portfolio and investment management rather than broader product distribution. The firm is structured in a lawyer or law firm capacity, an arrangement that is uncommon among independent advisers and is reflected in the brochure’s emphasis on confidentiality and regulatory compliance. The brochure also details specific cybersecurity measures — three-factor authentication, anti-virus/anti-malware on devices, regular account-activity reviews, secure email, and limited access to non-public client information — that the adviser uses to protect client data.

To learn more about the advisors currently working at Bert Riddell Cramer, Investment Adviser, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.