Building Relationships

Relationships with clients are Bourgeon's most valuable asset, and communication forms the cornerstone of these relationships. Before investing a single dollar, we start by listening carefully to our clients and assessing their financial situations and tolerance for risk. We ask questions - about our clients' expectations, their financial goals, and their outlook for the future. With this information in hand, we exercise our best judgment to make the appropriate investment choices for our clients, and as we progress, we continually seek and value their input into our decisions. 

At the end of every quarter, we provide our clients with an investment report that includes their portfolio performance results in the context of relevant indices. We also provide a candid market commentary on current economic and geopolitical events for greater perspective. In addition to these paper updates, we strongly encourage our clients to contact us directly at any time and, if possible, to arrange a meeting in person to review their portfolio status and any new thoughts or developments. This focus on client service, accessibility, and transparency sets Bourgeon apart from its peers, many of whom consider clients more of a distraction to - rather than an integral part of - the investment process.

We retain the spirit of investment counselors of the past, offering:

• Solid peformance with high quality service
• A personal relationship where you speak with the professional who is investing your money
• An emphasis on product quality, not product sales
  
• A willingness to provide advice on financial matters beyond equities
• Competitive fee structure

Reasons for starting Bourgeon:

• Developed strong conviction after working in the investment industry for many years that top tier firms often do not meet the overall financial needs of high net worth families and foundations.
• Believe strongly that a "boutique" approach -- combining close client contact and a deep understanding of the financial markets -- delivers the best returns for wealthy individuals, their families, and their foundations.
• Many high net worth individuals feel overwhelmed by the responsibility and challenge of investing their wealth.