Company Profile 

Since 1999, Bourgeon Capital Management, LLC has provided professional portfolio management of equity and balanced portfolios to high net worth individuals and families, endowments, foundations, and retirement plans.

The firm offers investment management services to wealthy clients in separately managed accounts. These services include asset management, wealth management, and personal financial advice.

Bourgeon has established its strong professional reputation by nurturing long-standing relationships with clients. We pride ourselves on the fact that we gain new business almost exclusively from client referrals due to our ability, proven over many years, to preserve and enhance their wealth. Perhaps the greatest affirmation of our added-value is the confidence our clients feel in referring their friends and associates to BCM.

Investors who wish to earn competitive market returns, avoid highly speculative investments, and form a partnership with an experienced and easily-accessible portfolio management expert should consider Bourgeon. To learn more about our firm we encourage you to explore our website and to familiarize yourself with our people, our performance and how we serve our clients. As always, we would be happy to communicate with you directly so please do not hesitate to contact us at any time in the manner most convenient to you.