Our Code of Conduct

The Bertram Group provides a gold star standard of educational advising to families seeking opportunities for students from elementary school through graduate school. We serve a broad range of learners from across the globe, striving to identify the “best fit” for each individual candidate.

Integrity, professionalism, and experience are the foundations of our commitment to excellence. We recognize that our ability to conduct this work depends upon the strength of our relationships with families and schools—and that the trust we engender with clients and colleagues is a precious currency to be prized and protected.

At The Bertram Group, we are proud to work with colleagues who have already proven both their dedication to distinctive service in this field and loyalty to our firm. To ensure our success, all TBG consultants hold ourselves accountable to the tenets below.

Integrity
Bertram Group Consultants:

• Respect commitments and act with honor and reliability in all interactions with fellow TBG consultants, families, and allied professionals.
• Represent both students and educational opportunities fairly and accurately.
• Communicate clearly about the nature and scope of services that TBG provides—never making promises beyond the group's expertise.
• Are sensitive to clients’ perspectives and work collaboratively with parents towards the best interests of their child.
• Implement the firm's work with warmth and compassion within appropriate professional boundaries.
• Maintain an active membership in IECA and act within the ethics stated in their Principles of Good Practice.

Professionalism
Bertram Group Consultants:

• Are ambassadors for each other and for the firm name.
• Serve all clients equally—valuing and respecting each individual’s needs.
• Communicate clearly, consistently, and thoughtfully with each other and the outside world.  
• Respectfully acknowledge all gracious overtures to strengthen relationships on behalf of the firm.
• Recognize that the work is highly detail-oriented and the need to track, balance, and follow through on the many action steps needed in a timely fashion.
• Are accurate and careful with data, respecting the confidentiality of the client/consultant relationship.

Experience
Bertram Group Consultants:

• Regularly visit schools, programs, and colleges to expand knowledge of educational opportunities. 
• Attend conferences, workshops, and webinars to keep abreast of the latest trends, developments and research  in educational consulting.
• Stay current with social media and school/program/college correspondence.
• Practice within the bounds of individual abilities and experience and offer insight to the group as a whole.
• Reach out to other firm members, maximizing the strength of the combined experience of the group.