VerifiedInvestment Management· Founded 1989

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.

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Oakland, United States10(11 to 50)$1M to <$10M1989btrcap.com LinkedIn

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Top roles at Btr Capital Management

8 distinct titles indexed · top 8 shown.

3principal and portfolio manager
1assistant manager
1finance analyst
1forklift operator
1pengusaha
1principal, chief investment officer, and portfolio manager
1senior vice president, portfolio manager
1warehouse lead

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