Btr Capital Management Inc

BTR Capital Management, Inc. is an SEC-registered investment adviser founded in 1989 by Lewis Katcher and Stephen Yeatman. The firm specializes in fee-based discretionary asset management for individuals, foundations, conservatorships, IRAs, and retirement plans. BTR's investment style is conservative and value-based, focusing on long-term investments in equities, balanced, and fixed income accounts. The firm's team of professionals, including Lewis Katcher, John Stratton, Jonathan Butler, Mark Keeling, and others, hold various designations such as Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). BTR manages assets totaling approximately $1.1 billion as of December 31, 2021, all on a discretionary basis. The firm charges management fees based on a percentage of assets under management, with minimum annual fees ranging from $10,000 to $20,000 depending on the account size. BTR does not participate in wrap fee programs but may receive a portion of the wrap fee for its services under certain arrangements. Clients of BTR have the option to impose restrictions on investing in certain securities based on their values or beliefs. The firm operates under a fiduciary duty, acting in the best interests of clients and avoiding conflicts of interest. BTR's investment philosophy focuses on risk management at various levels, including fundamental philosophy, firm structure, information systems, portfolio management, and individual positions. BTR's team of professionals, led by John Stratton, ensures compliance with the firm's Code of Ethics, which emphasizes client interests, honesty, integrity, and professionalism. The firm does not engage in any other financial industry activities or affiliations and does not receive compensation for the sale of securities or investment products. BTR's investment professionals are dedicated to providing high-quality service and achieving clients' financial goals through a disciplined and client-focused approach.