Bernzott Capital Advisors, Inc.
(800) 856-2646
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Our Philosophy

We identify and invest in high quality securities trading at attractive prices. Over time this strategy has generated superior risk-adjusted returns relative to our benchmarks and the broader market. Common sense and business acumen are combined with a disciplined approach to stock selection. We rely exclusively on our own research. We identify companies that have demonstrated the ability to perform well regardless of industry conditions, cyclical trends, or volatility in the economy or market. Lastly, after we buy the companies, we patiently wait for them to reach fair value.
Our most effective way of managing risk is by buying great companies that have a history of superior returns on capital, prudent use of debt and have a business model or exist in an industry that has a competitive advantage.
"Stocks on our Buy List are selected and continually evaluated according to fundamental screening, rigorous financial and accounting analysis and subjective qualitative analysis."
– Kevin Bernzott, Chairman & CEO
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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.

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