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Portfolio Management

Bourne Capital Management, LLC ("Bourne Capital") is an investment management company. We specialize in catering to private clients seeking personalized and strategic investment solutions. As a team of seasoned stock traders and investors, we leverage our expertise and experience to optimize your investment portfolio and maximize potential returns. Through meticulous research, prudent risk management, and a client-centric approach, we strive to deliver unrivaled performance and build lasting relationships with our valued clients.

Industry Investment Return Comparison

Bank Savings

0.01%

This is the standard option for returns on your money which is at lower rates than other interest-bearing financial products insured by the government. Due to the financial crisis, those returns have gone to their lowest percentage in history.

Stock Market

7% - 10%

The people’s #1 investment choice for best risk to reward is the stock market. This year in 2022 the stock market has given -23.55% returns at its lowest and has recovered to produce -18% returns by end of quarter three.

Series I Bonds

9.62%

Series I Bonds, being the safest investment vehicle as it is backed by the US government, has a very high yield at 9.62% due to the rate of inflation and economic decline. However, an individual can only purchase up to $10k in bonds per year.

Bourne Capital

20%

Bourne Capital Management's objective is to continue to generate  the highest rate of return in comparison to our own benchmark of 20% year over year. This percentage is beyond the average return on money market savings accounts, stock market investing and Series I government savings bonds by using our aggressive approach through our active management.

Bourne Capital Provides Options

Bourne Capital’s investment partners have options to choose from according to their desired yearly return and investment strategy.

  • Personalized Investment Strategies: Our first-class team of experts will collaborate with you to understand your financial objectives, risk tolerance, and investment preferences. We then craft customized investment strategies tailored to your unique requirements.

  • Diverse Portfolio Construction: We believe in the power of diversification to mitigate risk and enhance potential returns. With access to a wide range of asset classes, we will create a well-balanced portfolio that aligns with your investment goals.

  • Active Portfolio Monitoring: Your portfolio will be under constant scrutiny, with our team employing a proactive approach to monitor market trends, economic indicators, and company performance. We swiftly adapt our strategies to seize opportunities and navigate changing market conditions.

Risk Management

Here at Bourne Capital, we utilize very strict risk management strategies to mitigate the influence of unforeseen and planned events to ensure that draw downs never exceed predefined thresholds.

Managing risk is our number one priority.

  • Preserving your capital is our priority. We implement robust risk management practices to safeguard your investments from adverse market movements and unforeseen events.

  • Performance Reporting: Transparency is integral to our ethos. Regular and comprehensive performance reports will be provided, giving you clear insights into the progress of your investments and the effectiveness of our strategies.

  • Ongoing Financial Guidance: Our commitment to your financial success extends beyond portfolio management. We are here to offer sound financial advice, answer your questions, and guide you on all matters related to your investments.

  • Timely Market Insights: Stay informed with our timely market insights and research. We keep you up-to-date with relevant market trends, investment opportunities, and potential risks to ensure you can make well-informed decisions.

Financial Guidance

Our commitment to your financial success extends beyond portfolio management. We are here to offer sound financial advice, answer your questions, and guide you on all matters related to your investments.

  • Timely Market Insights: Stay informed with our timely market insights and research. We keep you up-to-date with relevant market trends, investment opportunities, and potential risks to ensure you can make well-informed decisions.

  • Exceptional Client Support: Our dedicated team of professionals is readily available to address any concerns or queries you may have. We strive to provide exceptional client support and maintain open lines of communication with you at all times.

Invest with confidence and entrust your financial future to our reputable portfolio management company. Together, we will navigate the dynamic financial landscape and work towards achieving your long-term financial aspirations.

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