Growth Financial

Becker Capital Group, operating as Growth Financial, provides portfolio management services for individuals, high-net-worth clients, retirement accounts, trusts, estates, and family accounts. The firm uses a discretionary management approach, meaning they make investment decisions on your behalf based on your goals and risk tolerance. Their investment strategy is focused on publicly traded common stocks, divided into two proprietary approaches: a Value Strategy that looks for stocks trading below their long-term economic value, and an AI Adoption Strategy that targets companies positioned to benefit from artificial intelligence and technological advancements. Clients hold their assets directly at an independent qualified custodian, Charles Schwab & Co., Inc. The firm does not offer standalone financial planning, tax advice, or wrap fee programs.