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 financial goals. These goals are not the same for all clients. At Bersot Capital Management we tailor portfolios to achieve the highest return in keeping with each client’s ability to tolerate risk.
We are committed to meeting each client’s expectations. 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 each quarter 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, risk tolerance and views.
We utilize stocks, bonds, money market funds, no-load mutual funds and exchange traded funds. Target asset allocation is established with each client and reviewed each quarter.
We provide comprehensive investment performance reports comparing client results against agreed upon benchmarks. Performance is measured by Schwab Performance Technologies.
Client portfolios are held at Fidelity, a leading provider of services to the Registered Investment Advisor market. Clients have 24 hour on-line access to view their portfolio.
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