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Our experienced financial team.

Lighting the way forward on your journey to growing and protecting your wealth.

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Investment Approach

Our investment philosophy is centered on the belief that short-term variations in growth are often under-appreciated as a driver of the revaluation of companies. It is also important to recognize that the most attractive investment opportunities exist when investor sentiment is negative.

As such, our bottom-up investment approach is focused on analyzing company-specific fundamentals through evaluation of information, typically more qualitative in nature, from a number of external sources in a highly thorough and granular manner to better ANTICIPATE and PREDICT revisions and surprises.

A fresh perspective.

With our diverse financial backgrounds and over 50 years of combined investment experience, the team at Bergamot is centered on generating fresh perspectives that provide creative and uniquely customized portfolios for our clients.

Our passion lies in helping you create a strategic plan that will assist in navigating through market fluctuations and life transitions. We are dedicated to helping you make smart financial decisions that align with your values and will help you to live a life full of purpose.

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