Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Becker Capital Management, Inc.

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Becker Capital Management, Inc.

Overview:

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 $3.5 billion* in assets.
WEALTH MANAGEMENT:

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.
NONPROFIT 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.
INSTITUTIONAL MANAGEMENT:
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.

History:

FOUNDED IN 1976. BECKER CAPITAL IS COMMITTED TO CLIENT-FOCUSED VALUES. AS A BOUTIQUE FIRM, WE PROVIDE A RANGE OF INVESTMENT MANAGEMENT SERVICES FOR HIGH NET WORTH INDIVIDUALS, FAMILIES, INSTITUTIONAL INVESTORS AND NONPROFIT ORGANIZATIONS.

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.

Toll Free: +1 800 551 3998

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.