Skip to content
—Partners in Building Wealth—

Our Story

Bersot Capital Management provides investment management and planning services tailored to the needs of individuals and their families with a focus on each relationship’s unique objectives and circumstances.

Bersot Capital Management was founded in 2006 to provide individual investors and their families with the investing and planning expertise needed to build wealth and meet objectives. Each client is unique. Relationships and portfolios are customized to assist in reaching goals, whether it be planning for retirement, growing assets for the next generation, or supporting charitable organizations.

“
The short run is by far the least important thing. What matters is the long run.
”
Howard Marks
“
Knowing what you don’t know is more useful than being brilliant.
”
Charlie Munger
“
Timing the market is a fool's game, whereas time in the market is your greatest natural advantage.
”
Nick Murray
“
The more you think you know, the more closed-minded you'll be.
”
Ray Dalio
“
Successful investing is about having people agree with you ... later.
”
James Grant
“
I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.
”
Warren Buffett
“
It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
”
Warren Buffett
“
You only have to do a very few things right in your life so long as you don’t do too many things wrong.
”
Warren Buffett
“
The investor today does not profit from yesterday’s growth.
”
Warren Buffett
“
Price is what you pay, value is what you get.
”
Warren Buffett
“
Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.
”
Warren Buffett
“
If a business does well, the stock eventually follows.
”
Warren Buffett
“
If past history was all there was to the game, the richest people would be librarians.
”
Warren Buffett