Bersot Capital Management was created to serve the investment needs of individuals, foundations, endowments and others who want the highest quality investment portfolios and personalized service.
Investment success is meeting each client’s set of unique financial goals. At Bersot Capital Management we tailor portfolios to achieve the highest after-tax return in keeping with each client’s ability to tolerate risk.
We are committed to meeting our clients’ expectations and needs. Our services include:
- Comprehensive investment management for one fee based on the market value of the portfolio. There are no hourly fees, hidden or add-on fees and Bersot Capital Management is not compensated in any other way.
- Personalized investment service. We meet one-on-one with each client throughout the year to review investment results, confirm objectives and expectations and discuss our investment outlook. Client interaction is encouraged.
- Portfolios of stocks, bonds and cash are invested in keeping with each client’s unique income needs, tax circumstances, risk tolerance and views.
- We utilize individual stocks and bonds, money market funds, no-load mutual funds and exchange traded funds. A target asset allocation is established with each client and reviewed with clients at least annually.
- We provide comprehensive investment performance reports comparing client results against agreed upon benchmarks. Performance is measured by Schwab Performance Technologies.
- Clients have 24 hour on-line access to view their portfolios which are held at a leading provider of financial services.