Bert Riddell Cramer, Investment Adviser

Overview

Bert Riddell Cramer, Investment Adviser is a single-owner, sole proprietorship run by Bert Riddell Cramer that combines legal practice with discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not position itself as an ESG-focused or multi-state advisor. Its stated investment preference is equities, with a heavy use of exchange-traded instruments for core exposure. The business model is lean and client-focused: advisory activity centers on individualized portfolio management rather than institutional consulting or broad-based advisory platforms.

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Public Holdings

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Location & Offices