We are committed to personally helping our clients build wealth and achieve financial goals. Our success at Bersot Capital Management LLC is your success.

Bersot Capital Management LLC was founded in 2006 to give individual investors access to professional investment advice. Many individuals, families and small institutions find themselves with assets to manage without the background or expertise to understand the risk and nature of the investment markets. Bersot Capital Management LLC provides the level of help you need to realize your investment objectives and manage your financial affairs to achieve these goals.

What Distinguishes Us?

• Focused only on asset management – it is all we do.
• Small firm with attention to each individual client – with vast resources of Fidelity behind us.
• Professionals with over 30 years experience
• Accessible to clients at all times
• Record of excellent results in meeting clients’ unique objectives
• Emphasis on communications – always accessible and available to clients
• Long term focus – avoid fads and  high risk investments
• Partners in helping clients build wealth