Client Services

•  Asset Management:

Because every client is unique, Bourgeon takes a comprehensive, individualized approach to the management of each client's assets. After gaining an understanding of a client's financial goals and tolerance for risk, we prepare a personalized investment strategy shaped around that client's evolving needs for liquidity, income, and tax efficiency. Client assets are generally invested in either equities, fixed-income products, or a combination of the two, but in certain cases other securities are included in the portfolio. The firm strives to provide the optimal return on every client investment, and throughout Mr. Zaro and Mr. Nevin's careers, investment accounts under their direction have historically beaten the S&P 500.  This positive trend has continued since the formation of Bourgeon Capital Management in 1999.* 

• Wealth Management:

Bourgeon assists its clients in managing all aspects of their wealth, whether it has been inherited, acquired over many years of hard work or attained suddenly. Regardless of the circumstances, Bourgeon provides the means for preserving a client's wealth while allowing for its continued growth.

• Personal Financial Advice:

Our attentiveness to individual client needs is paramount, and we stay in constant touch with our investors to educate them on the financial issues that are most relevant to their portfolios and to their overall financial well-being.  We encourage our clients to contact us directly with any personal financial issues and questions.  Bourgeon's client-focused approach means that we offer advice and guidance on investments that are not directly managed by the firm.  We do so because we are completely dedicated to preserving and enhancing the total wealth of our clients.