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Becker Capital
Stable Treasury defense.
Smart equity offense.
You worked hard to build your wealth. Our goal is to help you keep it, and supply a path for growth.
We supply defensive income with U.S. backed treasuries and corporate income.
We buy parts of great businesses and ignore market noise.
Maximum defense. Concentrated offense. We avoid the middle to capture the market's strongest advantages.
Small companies prioritizing revenue growth.
Established cash flowing businesses at good prices.
Investment grade corporate bond supplement.
Government-backed debt for high capital safety.
Shift the balance between defense and offense based on your timeline.
Targeted Equity
Treasury & Corporate Income
Ideal for late-career professionals entering retirement and seeking near term income
Clear, transparent pricing aligned with your success.
1-Year Management Fee Waiver for both Referees and Referrers.
| Client Type | Account Minimum | Management Fee |
|---|---|---|
| Private Client Advisory | $250,000 | 1.5% of AUM |
Fees are automatically deducted from managed accounts. Please refer to our Form ADV and accompanying disclosures for detailed information regarding our advisory services and billing practices.