Bourgeon Capital Management LLC

Bourgeon Capital Management, LLC, established in 1999 and based in Darien, Connecticut, is a registered investment advisor specializing in providing investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm, led by principal owner John A. Zaro, III, offers tailored relationships by understanding clients' needs and financial profiles to structure portfolios accordingly. Bourgeon also provides financial-planning services, including budgeting, retirement planning, estate planning, and charitable giving goal setting. The firm manages approximately $917.6 million in client assets, with a minimum initial portfolio value requirement of $1 million for managed accounts. Fees are based on a tiered structure, with discretionary accounts charged between 0.5% and 1.0% per year based on the account value. Bourgeon primarily utilizes fundamental analysis for investment decisions and aims for broad issuer diversification to manage risk. The firm has a written code of ethics, participates in proxy voting, and has a trade error policy in place. Clients receive regular reports and account reviews, with Mr. Zaro overseeing the supervision of Bourgeon personnel. For more information, contact John A. Zaro, III at (203) 280-1170 or [email protected].