Why Becker?

Why Becker

We are dedicated to delivering value through our market expertise, disciplined investment process and attentive client service. We bring to the table 40 years of stability and a focused commitment to our community.

Founded in 1976, Becker Capital is committed to client-focused values. As a boutique firm, we provide a range of investment management services for high net worth individuals, families, institutional investors, and non-profit organizations.

Our personal service, experienced guidance, and customized portfolio investment approach has helped our clients, their children, and even their grandchildren achieve their personal financial goals.

Experienced

  • Over 40 years in business
  • 15 year average employee tenure
  • 25 year average industry experience

Employee-Owned

  • 15 of 32 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 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
Monochrome image of a tree