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 45 years in business
- 14 years average employee tenure
- 23 years average industry experience
Employee-Owned
- 17 of 33 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
