Duncker Streett & Co. was founded in July 1990, succeeding to the business of the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the Company affiliated with WealthTrust of Phoenix, AZ and became a limited liability company.

We believe that our value as portfolio managers results from four essential factors:

  1. Perspective - In addition to years of investing experience, the principals of the firm have earned their Chartered Financial Analyst and Certified Financial Planner designations, which attest to their level of specialized training and knowledge in their field.
  2. You know what you own - We invest primarily in individual securities which are hand-picked to meet your investment goals. With Duncker Streett & Co., LLC you know what's in your portfolio and why.
  3. Unified reporting - We can link all of your investment accounts into one consolidated portfolio to ensure efficient management and tax reporting.
  4. We sit on your side of the table - We don't have sales agreements with outside vendors or product providers. That means we are positioned to recommend objectively the investment vehicles that you need to achieve your goals and objectives.

 

The firm manages portfolios on a fully discretionary basis. Consideration may be given to managing an account on a non-discretionary basis.