About BTR Capital Management

Website
Website
Employees
Employees
11-50 employees View all
Industry
Industry
Financial Services
Location
Location
1999 Harrison St, 1530, Oakland, California 94612, US
Description
Information
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.

BTR Capital Management Alternatives

Industry
financial services
Industry
financial services
Industry
financial services
Industry
financial services
Industry
financial services
Industry
Financial Services
Industry
financial services

Frequently Asked Questions about BTR Capital Management

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The widely used BTR Capital Management email format is {f}{last} (e.g. [email protected]) with 71.43% adoption across the company.


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