A complete list of active advisors currently associated with Bourgeon Capital Management LLC

Warmer can help you find a great advisor at Bourgeon Capital Management LLC or one who fits your needs even better.

Bourgeon Capital Management provides discretionary investment management and financial-planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. In addition to publicly traded securities and mutual funds/ETFs, the firm may, with client approval, recommend private real estate, private equity, or private credit investments and offers retirement-plan advice and rollover guidance consistent with regulatory checklists. The firm’s investment process centers on fundamental analysis, supplemented by technical indicators and business-cycle assessment, and emphasizes issuer diversification and client-specific asset allocation. Portfolios are managed principally on a discretionary basis with attention to risk controls such as bond-laddering, strategic cash management, and regular portfolio reviews. Distinctive features include managing roughly $1.07 billion of client assets across a relatively small advisory team, which produces a notably high amount of assets under management per advisor compared with most peers. The firm maintains multiple prime-brokerage relationships and regularly uses broker-dealer research and an upfront financial-planning engagement that is credited against subsequent management services when a client opens a managed account.

To learn more about the advisors currently working at Bourgeon Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.