Bernzott Capital Advisors is a value-oriented, boutique investment advisory firm. The firm is 100% owned by employees and an employee-related individual.
We have successfully added value for clients for nearly three decades years by adhering to a well-defined investment philosophy and strategy. Our focus on high quality businesses purchased at a significant discount to fair market value is a time-tested and repeatable approach.
Kevin Bernzott founded the firm in 1994 after serving as CEO of a family office. Family members were the initial clients, and many remain clients to this day.
Our investment approach has its roots in the strategy Kevin initially developed and implemented. His less-traveled path to an investment career included real estate development, asset management and investing, and a law degree.
At first, the firm served high net worth clients and small businesses. In 2003, we began an institutional marketing effort and today institutions including corporate, public and Taft-Hartley plans, and endowments and foundations comprise a significant part of our client base.
Our investment team is tenured and proven, averaging 25 years of experience. A small, focused investment team executes our concentrated, low-turnover approach. The team is comprised of investors who leverage their years of experience enabling efficiency of workflow, collaboration, and decision making.
Our employees are committed to excellence and a “client first” philosophy. We are a member of the Investment Adviser Association and follow its standards of practice. The firm is SEC registered.