We utilize a bottoms-up investment strategy focused on investing in market-leading companies with attractive financial characteristics.

(800) 856-2646

Camarillo, California

Focused on Performance

"We identify and invest in high quality companies trading at attractive prices. Over time this strategy has generated superior risk-adjusted returns relative to our benchmarks and the broader market."
– Kevin Bernzott, Chairman & CEO

A Disciplined Approach,
Proven Results.

Established in 1994 and registered with the U.S. Securities and Exchange Commission, we are independent money managers for institutional, intermediary and private clients.

Client assets are held in individually segregated accounts at third party institutional custodians unrelated to us; we have investment discretion but do not take custody. Clients receive quarterly Portfolio Appraisal and Performance Reports, and other specialized reports as needed. We meet or speak with clients as desired.

We welcome inquiries and a complete fee schedule is available on request.

Copyright © 2012 Bernzott Capital Advisors | All rights reserved

This site is only intended for clients and interested investors residing in states and countries in which Bernzott Capital Advisors is qualified to conduct investment advisory services.

Bernzott Capital Advisors is an SEC registered investment adviser located in Camarillo, CA. We may only transact business in those states or countries in which we are registered, or qualify for an exemption or exclusion from registration requirements. For non-clients of the firm, Bernzott Capital Advisors' website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact us at (800) 856-2646 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Bernzott Capital Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Bernzott Capital representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

There are no express or implied warranties with respect to this or any linked site.