About Us
Bernzott Capital Advisors is a value-oriented, boutique institutional investment advisory firm.
Our investment team is tenured and proven, averaging 25 years of investment experience. We have successfully added value for clients since 1994 by adhering to a well defined investment philosophy and strategy. Focusing on high quality, value-oriented businesses purchased at a significant discount to fair market value is time tested and repeatable.
We are a member of the Investment Adviser Association (IAA) and follow its standards of practice. Our employees are committed to excellence and a “client first” philosophy. We are 100% owned by employees and an employee related individual.
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.
Our investment team is tenured and proven, averaging 25 years of investment experience. We have successfully added value for clients since 1994 by adhering to a well defined investment philosophy and strategy. Focusing on high quality, value-oriented businesses purchased at a significant discount to fair market value is time tested and repeatable.
We are a member of the Investment Adviser Association (IAA) and follow its standards of practice. Our employees are committed to excellence and a “client first” philosophy. We are 100% owned by employees and an employee related individual.
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.
