Bourgeon is unique among investment management firms today because we pride ourselves on retaining the spirit of investment counselors of the past.  We offer every client:  

  • High quality service
  • Accessible management
  • Advice on financial matters beyond asset management
  • Performance that has historically exceeded the S&P 500

Our extensive investing experience and unique market insights allow us to make the right investing decisions for our clients.  To learn more about Bourgeon, we invite you to browse through our Web site and familiarize yourself with our people, our performance and how we serve our clients.

 

Meet the Team

 Meet our team of advisors.

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Client Services

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Company Profile

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