Bourgeon Capital Management, LLC.

Investment ManagementConnecticut, United States2-10 Employees

Bourgeon Capital Management, LLC., located in Darien, Ct., was founded on the premise that a boutique investment counseling firm, with a clear single-minded focus on clients, is the most effective way to serve wealthy individuals and their families.  The firm's focus is on actively managed, separate accounts. Investment portfolios, comprised of individual stocks and bonds, are designed specifically for a given client based on their unique risk profile, tax situation and income requirements. At Bourgeon, we collaborate with our clients-we listen, we ask questions and, we value their input.  We consider a client's entire financial picture to determine how we can play the most effective role.  We wish to become an extension of their family, and find that most clients prefer it so.  Clients come to Bourgeon because we talk with them honestly, effectively and often.  They stay with us because of trust.

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