Founded in 1989, BTR Capital Management, Inc. is an SEC registered investment management firm, wholly owned and managed by its principals.

BTR, standing for balanced total return, provides experienced, professional discretionary asset management for individuals, foundations, IRAs, and retirement plans. Each portfolio is individually tailored and managed to reflect the specific financial objectives, taxability, and risk tolerance of each of our clients.

Our investment style is value based. It is basically conservative for equity and fixed income investing, emphasizing both after-tax total return and preservation of capital. We are long-term investors.

We are active communicators, take pride in our high level of service, and are dedicated to achieving our clients' goals and objectives.