Why Becker Capital

Why Becker Capital

We are dedicated to delivering excellence through our market expertise, disciplined investment process and unwavering focus on client’s goals. We bring to the table 47 years of stability and a focused commitment to our community.

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.


  • 47 years in business
  • 14 years average employee tenure
  • 24 years average industry experience


  • 18 of 36 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
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