Portland Wealth Management Services

Services

Grounded in client-focused values fostered over four decades, Becker Capital Management provides a range of investment management services for individuals, families, institutional investors and non-profit organizations.

Portland Wealth Management Services

Wealth Management


For over four decades Becker Capital has provided multi-generational families, executives and individuals comprehensive wealth and investment management strategies. 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 portfolios, and access to the broad capabilities of the firm.

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Portland Wealth Planning

Wealth Planning


At Becker Capital, we strive to provide peace of mind to our clients through many of life’s transitions using our personalized and dynamic wealth planning approach.

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Portland Non-Profit Wealth Management

Non-Profit Management


We provide the framework for Boards to successfully fulfill their fiduciary responsibilities.

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Portland Institutional Wealth Management

Institutional Management


Becker Capital has been a trusted manager of capital for institutional investors for over 40 years across a range of investment strategies.

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Portland Real Estate Investment

Real Estate


Becker Capital is a co-manager of private real estate partnerships that offer qualified clients the ability to directly invest into income producing real estate in the Pacific Northwest region.

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