Our personal service, experienced guidance, and customized multi-asset investment approach has helped our clients, their children, and even their grandchildren achieve their personal financial goals.
Wealth Management
Becker Capital has provided multi-generational families, executives and individuals with comprehensive wealth and investment management solutions. Grounded in a client-centric approach, your unique goals and objectives drive the creation of a strategy tailored to you. By combining the nimbleness of a boutique with the resources of one of the largest independent firms in the Pacific Northwest, our clients benefit from unbiased advice, thoughtfully constructed multi-asset portfolios, and access to the broad capabilities of the firm.
Integrated Wealth Management
We are a Fiduciary
Investment Philosophy
Our guiding principles
We believe investors are best served by taking a long-term perspective to capitalize on opportunities presented by the market. Our team acts independently of Wall Street to build holistic portfolios aligned with your goals.
- We recognize that each client is unique and each portfolio should be as well
- Research is of paramount importance and should combine qualitative and quantitative methods
- Valuation is a key compass; we desire a margin of safety and favorable risk/reward
- Diversification over asset classes and underlying investments, as appropriate
- A willingness to stand alone with conviction to preserve and compound capital over a market cycle
- Transparency and knowing what you own
Employee ownership creates a stable team, leading to long-lasting and deep relationships with our clients.
- 14 Year Tenure at Becker Capital
- 24 Years Industry Experience
- 50% of all employees are shareholders
Portfolio Strategy
- Optimal Asset Allocation
- Cash Flow Management
- Risk Assessment
- Portfolio Construction & Implementation
Tax Optimization
- Gift Strategies
- Asset Location
- Tax-Loss Recognition
Investment Program
Intergenerational Wealth Transfer
- Annual Gifting
- Educational & Medical Planning
- Trust Structures
- Family Education
Charitable Giving
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations
- Donor Advised Funds
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