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.

Integrated Wealth Management

We are a Fiduciary

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.

Investment Philosophy

Our guiding principals

We believe investors are best served by taking a long-term perspective to capitalize on opportunities presented by the market. Our team acts independently of Wall Street focusing on valuation and fundamentals to build diversified portfolios aligned with your goals.

  • We recognize that each client is unique and each portfolio should be as well
  • Research is of paramount importance and should combine qualitative and quantitative methods
  • Valuation is a key compass; we desire a margin of safety and favorable risk/reward
  • Diversification over asset classes and underlying investments, as appropriate
  • A willingness to stand alone with conviction to preserve and compound capital over a market cycle
  • Transparency and knowing what you own

Wealth Management Team

Experienced Wealth Management Team

Employee ownership creates a stable team, leading to long-lasting and deep relationships with our clients.

  • 15 Year Tenure at Becker Capital
  • 25 Year Industry Experience

Portfolio Strategy

  • Optimal Asset Allocation
  • Cash Flow Management
  • Risk Assessment
  • Portfolio Construction & Implementation

Tax Optimization

  • Gift Strategies
  • Asset Location
  • Tax-Loss Recognition

Investment Program

Intergenerational Wealth Transfer

  • Annual Gifting
  • Educational & Medical Planning
  • Trust Structures
  • Family Education

Charitable Giving

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Foundations
  • Donor Advised Funds

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