WHAT WE DO
Grounded in client-focused values fostered over four decades, Becker Capital Management provides a range of investment management services for high net worth individuals, families, institutional investors and nonprofit organizations. The firm employs 30 individuals from offices in Portland, Oregon and Seattle, Washington and manages over $4.2 billion* in assets.
We build customized portfolios to match the needs of our clients, considering priorities both today and in the future. Coupling financial and estate planning with a tailored investment portfolio, we strive to help our clients achieve their financial goals. We use active and passive strategies to dynamically manage portfolios around each unique client situation.
Our clients benefit from financial plans tailored to achieving the goal of financial security. We understand the complexities that many clients face while mapping out their financial future. We work closely with you and your professional advisors to manage tax-efficient portfolios, implementing sound solutions to reach your goals, and we overlay this expertise with our long history of building investment portfolios specifically tailored to your needs.
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.
Becker Capital provides investment management services for a diverse group of institutional clients utilizing separately managed Large Cap Value, All Cap Value, Balanced and Fixed Income strategies. Adhering to the firm’s value-based investment philosophy, our team conducts bottom-up fundamental research independent of Wall Street. The experience of our investment team, which averages over 25 years in the industry and 14 years at the firm, provides the stability and consistency required to help our client’s meet their goals.
* Assets under management as of 12/31/17