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.​


For 20+ years, we’ve built long term, multigenerational relationships with:

  • Individuals transitioning to another phase of life such as retirement, divorce, or death of a loved one
  • Trust and Estate Beneficiaries
  • Private Equity and Hedge Fund executives 
  • Family business owners and corporate executives interested in diversifying their assets
  • Trustees and Executors
  • Private Endowments and Foundations

Our clients typically have a minimum of $2 million in investable assets

Bourgeon Capital's Market Insights

Spring Issue 2024

Once is Happenstance.  Twice is coincidence. Three times is enemy action.



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