Becker Capital Management Inc.

Overview

Established in 1976, Becker Capital Management Inc. is an independent, employee-owned firm headquartered in Portland, Oregon. The firm offers a range of investment management services, including wealth planning, institutional investment management, nonprofit investment management, customized investment management, and impact investing. As of June 30, 2024, Becker Capital manages approximately $4.8 billion in assets, serving clients across the United States. The firm's investment approach is characterized by a disciplined, value-oriented strategy, focusing on long-term stewardship aligned with clients' objectives. Becker Capital's portfolio encompasses various asset classes, such as fixed income, equity, private equity, and real estate, catering to diverse investment needs. The firm emphasizes personalized service, experienced guidance, and customized portfolio management to help clients achieve their financial goals. Becker Capital Management Inc. operates from offices in Portland, Oregon; Bend, Oregon; and Seattle, Washington. The firm's leadership includes President Janeen McAninch, Chief Executive Officer and President Pat Becker Jr., Director Sid Parakh, and Chief Investment Officer T.J. McConville. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and adheres to regulatory standards governing investment advisory services. Investment requirements include a minimum investment size of $1 million and a maximum of $50 million, accommodating a range of investor profiles. The firm's comprehensive services and experienced team position Becker Capital Management Inc. as a significant player in the investment management industry, committed to delivering value and personalized solutions to its clients.

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