Our relationship with you is our most valuable asset.
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.
With more than 50 years of combined investment experience, our partners are highly regarded, successful practitioners who have enjoyed success in diverse market conditions. And they are personally engaged in our clients’ financial futures — clients talk directly to the people who manage their money. Learn more about our team.
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, in our judgment, and in the unparalleled personal attention that 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.