Welcome to D.M. Becker Investment Management Company, Inc., more commonly known as Becker Financial. Since 1979 we have served our clients throughout the country with a unique brand of individually designed and managed portfolio and investment services. We employ time proven strategies to craft customized portfolios for our clients seeking growth and income.
Due to our longstanding reputation in the financial services industry we are able to refer or interface with quality legal, accounting, finance, estate and corporate advisors to help you achieve your personal and financial goals. We here at Becker Financial take great pride in the fact that many of our existing clients have chosen to continue their relationships with our company for over 25 years; through some of the most trying times in the industry’s history. We will strive to continue to earn that trust and respect, as well as encourage new relationships to seek out our many referrals.
Our clients represent a broad spectrum of relationships that include corporations, institutions, retirement plans, trusts and families desiring individually managed personal investment portfolios designed to reduce volatility and taxes while offering a full range of investment opportunities aimed at providing competitive returns.
For additional information on our services, please click here.