Becker Capital Management provides a range of investment management solutions for high-net-worth individuals, families, nonprofit organizations, and institutions. The firm leverages a customized portfolio investment approach to help clients achieve their financial goals.
1976
Employee-owned.
Moderate risk tolerance with a focus on diversified, long-term investment strategies.
Portland, Or, United States
About
Mission
We believe in capitalizing on market opportunities over the long term, creating individualized portfolios driven by qualitative and quantitative research and focusing on diversification and transparency.
Values
Independence, integrity, client-focus, philanthropy, and community commitment.
Participant Demographics
Serving high-net-worth individuals, families, nonprofit organizations, and institutions.
Track Record
Team Experience
Employees average 24 years of industry experience and 14 years at Becker Capital.
Notable Achievements
Recognized as a philanthropic leader in Oregon, receiving the Corporate Philanthropy Award annually since 2011.
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Portland, Or, United States
Legal & Compliance
SEC-registered investment adviser.
No legal or disciplinary history.
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