BTR Capital Management logo — company profile

BTR Capital Management

Founded 1989 United States Oakland, United States 11 employees Finance, Financial Services +1

General Information

Company Name BTR Capital Management
Founded Year 1989
Location United States Oakland, United States +1
Employees 11
Industries Finance, Financial Services, Construction
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About 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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FAQ About 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 e...
BTR Capital Management was founded in 1989.
BTR Capital Management is headquartered in Oakland, United States.
BTR Capital Management operates in the following industries: Finance, Financial Services, Construction.
BTR Capital Management has approximately 11 employees.
Top alternatives and competitors to BTR Capital Management include Elliott Cove Capital Management, Theorem Wealth an MForce Capital Partner, WBH Advisory, RoseCap Financial Advisors, R.L. Brown Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
BTR Capital Management and Elliott Cove Capital Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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