OVERVIEW

The Bessemer Difference
Our sole mission is to help you manage your wealth so it has a positive impact on your life and the lives of generations to come. Unlike many firms today, we are:

• Privately owned. Our owners’ long-term commitment to private client wealth management leads to organizational and staff stability.
• Aligned with your interests. We employ the same disciplines and strategies for our owners, clients, and employees.
• Objective. As an independent firm, our professionals are free of distractions and focus only on doing what is in the best interest of each client.
• Service oriented. Our 3:1 client relationship-to-employee ratio is among the best in the industry and enables us to provide highly customized services.

Long-term Investment Solutions
Our Balanced Growth portfolio includes a global mix of large-, mid-, and small-cap equities, fixed-income securities, credit investments, commodities, currencies, and hedge funds. We use our model portfolios as a starting point for developing your personalized investment plan.

Wealth Management Capabilities
We will work closely with you to develop an integrated long-term wealth plan. Our experienced specialists are available to assist you with a variety of family wealth issues:

• Estate Planning
• Tax Planning
• Family Company Advisory Services
• Philanthropic Advisory Services
• Insurance Advisory Services
• Real Estate Advisory Services

We provide these services because we believe you gain the maximum benefit of your wealth when it is viewed in a comprehensive manner. As we include our services in our investment management fee, their profitability as individual businesses does not influence us.