BTR Capital Management

Our firm was founded in 1989 as an independent, employee-owned, and SEC-registered investment advisor. BTR serves high net worth individuals and families, foundations, and retirement plans. We devote the bulk of the firm’s resources to investment research and portfolio management and construct for each client a tailored investment solution based on their risk parameters, tax status, and financial objectives. BTR portfolio managers serve broadly as trusted advisors, helping our clients develop plans for retirement and navigate key financial decisions.

网站

https://www.btrcap.com

BTR Capital Management的外部链接

所属行业

投资管理

规模

11-50 人

总部

Oakland，California

类型

私人持股

创立

1989

领域

Investment Management、Wealth Management、Financial Planning和Municipal Bonds