Founded in 1976, Becker Capital is committed to client-focused values. We provide a range of investment management services for high net worth individuals, families, nonprofit organizations, and institutions.
Our personal service, experienced guidance, and customized portfolio investment approach have helped our clients, their children, and even their grandchildren achieve their personal financial goals.
Experienced
- 48 years in business
- 14 years average employee tenure
- 24 years average industry experience
Employee-Owned
- 18 of 37 employees are shareholders
- No outside capital
Institutional Caliber Investment Management
- National presence
- Long-term track record
Custom Multi-Asset Approach
- Individual stocks and bonds
- Access to third-party managers
- Passive indexes
- Real estate, private equity and hedge fund strategies for qualified clients
Tailored Wealth Management
- Customized portfolio transition strategy and schedule
- Accommodate existing holdings
- Integrate tax planning with portfolio management
Community Commitment
- 1% of annual revenue is donated to charities
- Formal employee matching program
- Time off to volunteer
