The Bourgeon Capital Management Story
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, our assets under management grew 10x from $30 million to $850 million. We credit this growth to client referrals and multigenerational families who entrusted us in managing their wealth.
Since 1999, our clients have had direct access to 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.
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.
The Importance of Giving Back
Bourgeon Capital is committed to giving back to the communities where we live and work. Since our inception, we have proudly supported numerous non-profit organizations with a special focus on education in local communities and encouraging women to excel and overcome challenges within business. Learn more about how we give back