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Partners in Building Wealth

Our Philosophy

Our mission at Bersot Capital Management is to build relationships based on trust, integrity, and a high level of service, tailored to each client’s needs. Our team is committed to identifying and investing in high quality, established companies that are industry leaders.

  • focus on well-managed companies with strong fundamentals and a history of earnings and dividend growth
  • apply the same fundamental focus in selecting quality corporate and municipal bonds
  • respect client values and tailor investment portfolios to reflect these values
  • are disciplined and do not react to fads
  • are investors, not traders. Returns are achieved over time, not by market timing or excessive trading
  • are committed to listening to clients and we encourage regular communications
  • are committed to investing in our communities, donating Bersot Capital Management funds to a wide array of charitable organizations