Becker Capital is a trusted partner of over 50 nonprofit organizations and has decades of experience in investment management.
We understand the complexities many nonprofits face, from investment policy creation, incorporating socially responsible parameters and spending policies, to board education. We provide the framework for boards to fulfill their fiduciary responsibilities. We take it one step further with reporting. We believe that board members should be able to meet face to face with the individuals running their money. We couple this with transparent statements that make it easy to track performance to benchmarks and policies.