Bernzott Capital Advisors

Bernzott Capital Advisors is an independent investment advisory firm established in 1994 and registered with the SEC. The firm specializes in providing discretionary portfolio management services to a mutual fund, separate account clients, and Unified Managed Accounts (UMA). They offer services to institutional and private clients, including sub-adviser services. Bernzott Capital Advisors is a fee-only firm, compensated by a percentage of assets under management. Fees vary based on the type of client and investment strategy. The firm does not charge performance-based fees. Clients have investment discretion, allowing the advisor to make and implement investment decisions without prior consultation. Bernzott Capital Advisors follows a bottom-up investment approach with a value orientation, focusing on constructing concentrated portfolios of researched companies purchased at appropriate prices. The firm's investment strategies include US Small Cap Value, US All Cap Value, and Customized Multi Asset Class portfolios. Clients receive regular reports and updates on performance and holdings. The firm does not have any disciplinary actions, compensates employees based on assets under management, and does not impose a minimum annual fee. Bernzott Capital Advisors maintains custody of client assets through a qualified independent custodian and provides investment advice on a discretionary basis. Clients can revoke investment authority at any time. The firm votes proxies for supervised securities based on client interests and maintains financial stability without any impairments.