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 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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