Becker, Burke Associates Ranked Among the Top Institutional Investment Consulting Firms in the Country

Share Article

Boutique consulting firm receives high rankings by fund sponsors in numerous crucial categories in consultant survey.

News Image
It is a level of service and sound advice that our clients value. The most recent industry quality survey reflects that ours is a model that not only works, but exceeds expectations.

Becker, Burke Associates announces that the firm has once again out-performed investment consulting peers in a nationally recognized survey which was conducted by a leading industry research firm. The results place Becker, Burke at or near the top in numerous quality categories. The study compiles rankings on a series of factors into an overall quality rating. Of more than 40 consultants in the study, Becker, Burke Associates achieved the top overall quality score. The firm received high rankings in critical categories such as: Capability of Consultant Assigned to your Fund, Advice on Long-Term Asset Allocation, Knowledge of Investment Managers, and Satisfaction with Manager Recommendations.

Becker, Burke Associates has routinely scored highly on industry surveys that gauge the quality of investment consultants. As a boutique institutional investment consulting firm, Becker, Burke Associates’ recognized quality and client satisfaction stems from the firm’s personalized approach and long-standing client relationships. Many clients have been with the firm for 10 years or more. Such a commitment to personalized service and customer loyalty is based on the credibility of Becker, Burke’s investment advice, which has once again been recognized by their high rankings on characteristics such as satisfaction with manager recommendations and the credibility of the consultant with clients.

“Given how many exceptional institutional investment consulting firms were included in this survey, we are honored to be ranked so highly,” said Howard Pohl, Principal, Becker, Burke Associates. “It shows that a boutique firm like ours can excel by providing superior client service in all aspects of consulting. The continuity and experience of our professionals is critical to customizing our advice to clients.”

“As an independent firm with no parent company, subsidiaries or other lines of business, we are able to provide a level of service and sound investment advice that is free of conflicts of interest and focused solely on the needs of our clients,” said Rick Potter, Principal, Becker, Burke Associates. “It is a level of service and sound advice that our clients value. The most recent industry quality survey reflects that ours is a model that not only works, but exceeds expectations."

This is the fourth year in a row that Becker, Burke Associates has scored at or near the top of all firms included in the annual quality survey of institutional investment consultants.

About Becker, Burke Associates

Becker, Burke Associates is a nationally known, independent investment consulting firm committed to serving institutional fund sponsors Our only mission is to provide the highest quality consulting advice to our clients, completely free from conflicts of interest. Since our inception in 1985, we have delivered tailored investment consulting services exclusively to the institutional community. Becker, Burke’s structure eliminates many of the conflicts inherent in larger financial services organizations. Investment consulting is our only focus.

For more information, please visit or email us at, bba(at)beckerburke(dot)com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Chris McGurn

Email >
Visit website