Client Profile

Bourgeon Capital Management provides investment counseling to a diverse group of investors. Engaging the advice of a financial advisor often begins at a time of transition: retirement, divorce, or death of a loved one. In this case, our ability to listen, draw upon past experiences, and implement a plan should help ease the concerns that often come with change. Additionally, working with an advisor early in life is also very helpful. As Sun Tzu said, "Plan for what is difficult while it is easy, do what is great while it is small."   

 

Our clients include entrepreneurs, successful business men and women, as well as other high net worth individuals and their families who have more than a casual interest in their investments.  Bourgeon actively seeks a two-way dialogue with regard to client investments and investment process.  They are keenly aware of the issues in the world and have a true interest in how their money is managed and by whom.

 

Most, if not all, engage us regularly and we use them actively as a source of knowledge on business, economics and politics.  Clients are, in essence, another major source of knowledge in how we manage their portfolios.  They know that and they love the fact that we are the people who make all of the investment decision and, we stand ready to discuss in person, in writing or on the phone anytime, anywhere.  We maintain our ability to deliver a consistently high level of service by limiting the number of client relationships.

 

Among our clients are:

  • Individuals experiencing a transition to another phase of life such as retirement, divorce, or death of a loved one

  • Family business owners and corporate executives interested in diversifying their assets

  • Private Equity and Hedge Fund executives

  • Trust and Estate Beneficiaries

  • Trustees and Executors

  • Private Endowments and Foundations.

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