At Bourgeon, our relationship with you is our most valuable asset.
Clients come to us because we talk with them honestly, effectively and often. They stay because of trust.
“Making money is a slow process, losing it is quickly done” -Ihara Saikaku
“If everyone is moving forward together, then success takes care of itself” -Henry Ford
Ongoing dialogue is the cornerstone of every client relationship. Clients come to Bourgeon because we talk with them honestly, effectively and often. They stay with us because of trust.
Bourgeon Capital is an independent, fee-only, registered investment advisor. We are a fiduciary, meaning that we act in our clients' best interests. Our goal is to help you define and achieve your unique financial goals. Questions we ask could include...
Are you saving enough for retirement?
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Does your portfolio fit your risk profile?
Bourgeon Capital's Market Insights
“I would emphasize avoiding losing money over avoiding missing opportunities"
-Howard Marks, co-founder of Oaktree Capital Management at a presentation to the Milken Institute Asia Summit on September 19, 2019
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Giving Back to the Community
Bourgeon Capital Management is committed to giving back to the communities where we live and work. If charitable giving is important to you and your family we can work with you to set up a donor advised fund.
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