More than 20 Years of Bourgeon Capital Management
How We Began
Bourgeon Capital Management, LLC was founded in 1999 on the belief that a boutique investment counselor, with a clear, single-minded focus on clients can serve wealthy individuals and their families far better than a large investment company. Since 1999 Bourgeon Capital’s assets under management grew 10x from $30 million to $697 million through referrals and multigenerational families who entrusted us in managing their wealth.
Over the past 20 years, our clients have talked directly with our partners who are personally engaged in their financial futures. Our portfolio managers, with more than 50 years combined investment experience, have seen almost every conceivable market condition — bull markets and bear markets, bubbles and crashes, recessions and expansions, and diverse political and tax-code environments. Through each of these, we have been able to respond nimbly, adjusting our investment style to suit market conditions while remaining true to our investment philosophy.
Adapting to Change
Bourgeon Capital Management continues to adapt to changes in technology, maintaining the highest levels of service and security for our clients. Over the past few years, we have increased our financial planning capabilities at Bourgeon. We implemented and currently utilize goal-based financial planning discussions and software as well as personal financial websites to assist our clients in navigating their unique financial journey.
Bourgeon Capital is committed to giving back to the communities where we live and work. Over the past 20 years, Bourgeon Capital has supported numerous organizations sponsoring the promotion of education in local communities and encouraging women to excel and overcome challenges within business.
Value of Advice
At Bourgeon, 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 — in our capabilities, judgment, and unparalleled personal attention we deliver. This mandate to excel in delivering individual attention and investment counseling is why Bourgeon intentionally remains a boutique firm with a selective client list.
We urge you to read more about our investment philosophy to see how Bourgeon can assist you in navigating your unique financial journey.
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