Los Angeles, CA Office

Becker Capital Management provides discretionary investment management and wealth-advisory services to a mix of individual and institutional clients, including high-net-worth individuals, trusts, endowments and foundations, pension and profit-sharing plans, pooled funds and nonprofit organizations. The firm also offers financial planning, institutional asset-allocation and implementation services, and nonprofit consulting and convening through its Nonprofit Ecosystem initiative.

BCM’s investment process integrates bottom-up security selection with top‑down portfolio construction, emphasizing asset quality, valuation, and a risk‑aware approach to sector and duration decisions across equity, fixed income, multi‑asset, ESG/impact and private-capital strategies. Portfolios are individually designed and actively managed by investment teams that use proprietary research, third‑party managers when appropriate, and daily reporting and weekly investment meetings to monitor allocations and execution.

Distinctively for a multi‑team advisory firm, BCM manages both a registered mutual fund (the Becker Equity Fund) and private pooled vehicles, serving as private fund adviser and manager to a private equity fund and as manager/administrator to private real estate funds; these sponsor roles are accompanied by audited financial statements and investor reporting (120–180 day delivery timelines) and specific conflict‑mitigation disclosures in the brochure. The firm also reports relationships with less-common institutional client types such as insurance company and investment company clients, maintains a typical account minimum of $3 million and applies higher suitability thresholds (generally $5 million and accredited/qualified investor status) for alternative investments.