Empowering Wealth, Enriching Communities

Our most important asset walks in and out of the front door every day – our employees. Our professional team takes pride in our independence, culture, and dedication to our clients. We have experienced minimal turnover in our 47 years in business. Remarkably, our employees average 13 years of working together and 24 years of industry experience.

Each client is unique and so are the solutions that we develop to help clients achieve their goals. Whether it’s a family, nonprofit or an institution, we pride ourselves on having an investment management team that builds goals-based portfolios, utilizing a multi-asset strategy approach.

We focus on getting to know our clients and their unique needs. We help families carry on legacies using wealth and comprehensive financial planning as the crossroad for education, values and independence. Our institutional clients value our ability to help craft detailed investment policy statements and to customize portfolios for social and environmental considerations. We understand investment committees are fiduciaries and by utilizing our decades of experience, we help them understand their portfolio through education and transparent reporting.

Our Firm was founded in 1976 as a fee-based investment advisor. At that time being fee-based was a unique approach to managing investments, but our founders knew it was the best way to align our interests to that of our clients. Throughout our history, we have remained independent and employee-owned. It is not often a firm can maneuver through four decades of independence, but one of our core beliefs is that being independent and employee-owned is a foundation of success for our clients.

We believe that character and integrity are worth more than any monetary investment. Our employees are leaders in the community and are known for having high personal integrity. The firm has never been subject to business litigation, regulatory or legal proceedings since the firm’s inception.

Becker Capital Management is just as committed to our community as you are. The firm gives 1% of its gross revenue to worthwhile causes. Our employees also give their time, volunteering for nonprofit organizations and serving in their neighborhoods and schools.