Oregon Wealth Management Group  
 

Philosophy

Becker Capital manages customized portfolios to meet the specific needs and goals of our clients by employing our time tested, value based, investment philosophy that has been the foundation of our investment process since 1976.

Our team pays particular attention to each holding in your portfolio, utilizing a common sense approach to delivering compelling long-term risk adjusted results. We recognize the complexity of managing various assets and are experienced in working with low basis, concentrated, and/or liquid investments, while paying close attention to potential tax implications. To complement our portfolio management services, we offer robust reporting and personalized client service by experienced professionals so our clients are fully aware of decisions within their Becker Capital portfolio.

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