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 firms 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

Investment management,wealth management,financial planning,and municipal bonds

Btr capital management operates in the Investment management industry.

Btr capital management's revenue is 11m - 100m

Btr capital management has 11 - 50 employees.