BTR Capital Management

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  • Balanced

    Total

    Return

    BTR

    We determine for each client a unique portfolio balance that reflects the client’s risk tolerance and expectations for return.

  • Balanced

    Total

    Return

    BTR

    We are broadly focused on our clients’ financial well-being; BTR assists clients in navigating financial decisions both within and beyond their investment portfolio.

  • Balanced

    Total

    Return

    BTR

    BTR seeks to generate the combination of capital appreciation, dividends, and interest income best suited to each client’s tax status and financial circumstances.

  • Balanced

    Total

    Return

    BTR

    Our name summarizes our essential responsibilities as investment fiduciaries and ensures we never lose sight of their importance.

  • About BTR

    BTR About Us

    BTR is an independent, employee-owned investment advisory firm that has diligently served our clients for over 30 years.

    Learn More

  • Investment outlook

    BTR portfolio managers conduct ongoing research attempting to identify developing trends and investment themes in global markets before they are fully reflected in security prices. Read our latest thinking here.

    • 03.22 A New Cold War+
    • 12.21 2022 - THE YEAR AH ...+
    • 09.21 Assessing the Hous ...+
    • 06.21 Viewing the World ...+

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  • Meet the team

    Our portfolio managers each have, on average, more than 20 years of investing experience. Meet your investment management team here.

    The Team

BTR Capital Management, Inc.
Lake Merritt Plaza
1999 Harrison Street, Suite 1530
Oakland, California 94612

(415) 989-0100
invest@btrcap.com

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