Our clients typically have a minimum of $2 million in investable assets, and they include:
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.
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 executives, 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 regarding client investments and investment process. Our clients 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 actively use them 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. Clients know that and they love the fact that we are the people who make all of the investment decisions and, we collaborate 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.
To explore whether our approach is the right fit for you, please contact us: