About Us
Located in Lakeway, TX with offices in Camarillo, CA and Hingham, MA, Bernzott Capital Advisors ("Bernzott") is a value-oriented, boutique investment advisory firm catering to high net-worth individuals and institutions.
The Bernzott investment team is well tenured and proven, averaging over 15 years of investment experience. It has successfully added value for clients since the firm's inception by adhering to a well defined investment strategy. This strategy, which focuses on identifying high quality, value-oriented businesses at a significant discount to our fair market estimate, is time tested and repeatable. We believe this is the way to grow wealth over time.
Bernzott is a member of the Investment Adviser Association (IAA) and follows its standards of practice in providing professional, continuous, and unbiased investment advice oriented to the investment goals of each client. Bernzott employees are committed to striving for investment excellence and a “client first” philosophy. We are 100% owned by employees and an employee related individual. Employees become shareholders the day they are hired.
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.
The Bernzott investment team is well tenured and proven, averaging over 15 years of investment experience. It has successfully added value for clients since the firm's inception by adhering to a well defined investment strategy. This strategy, which focuses on identifying high quality, value-oriented businesses at a significant discount to our fair market estimate, is time tested and repeatable. We believe this is the way to grow wealth over time.
Bernzott is a member of the Investment Adviser Association (IAA) and follows its standards of practice in providing professional, continuous, and unbiased investment advice oriented to the investment goals of each client. Bernzott employees are committed to striving for investment excellence and a “client first” philosophy. We are 100% owned by employees and an employee related individual. Employees become shareholders the day they are hired.
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.
