Becker Capital was ranked 5th among top corporate philanthropists—ranked in order of dollars invested in the community for 2010 by small companies (revenue less than $10 million)—in the Portland Business Journal's 2011 Corporate Philanthropy Awards.

About Becker


Becker Capital is an independent, employee-owned firm, managing $2.3 billion* in assets for individuals and institutions, both domestically and abroad.

With strict adherence to our value-based philosophy, Becker Capital’s investment team conducts independent bottom-up research. Every investment must pass our proven, four-step process and the critical eye of our experienced investment team before being considered for any portfolio. As a boutique investment manager, Becker Capital has the ability to customize portfolios to meet the specific needs of each client. In many instances, we have served the needs of families for multiple generations and institutional clients for over a decade.


*As of December 31, 2011.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds' before investing. The Funds' prospectus contains this and other information about the Funds, and should be read carefully before investing. You may obtain a current copy of the Funds' prospectus by calling 1-800-551-3998. Past performance is no guarantee of future results. Your Fund shares, when redeemed, may be worth more or less than their original cost. Distributed by Unified Financial Securities, Inc., 2960 N. Meridian Street, Suite 300, Indianapolis, IN 46208-4715 (Member FINRA).