Our Philosophy

We are committed to helping clients achieve the highest possible after-tax return while taking the least amount of risk. Each client has unique circumstances, views and needs and therefore portfolios at Bersot Capital Management are individually managed. We believe asset allocation is the most critical decision and key to meeting client objectives & achieving expected returns. We are investors — not traders — and investments are selected based upon fundamentals and long-term prospects.


Bersot Capital Management is proud to donate a portion of our firm profits to support the environment, underserved here and abroad and other organizations. We also honor our clients on their birthday by recognizing the non-profit of their choice.