Duncker Streett & Co., LLC is an active manager of institutional client assets. Many endowment, foundations and pension plans share the same objectives as our individual client base: namely competitive long-term returns with a watchful eye on preservation of capital.

We are proud that our disciplined investment process continues to produce results that meet our clients' needs. Under the stewardship of a Duncker Streett & Co., LLC portfolio manager, you can take comfort in the fact that your funds are in the hands of a financial professional whose first priority is always a prudent evaluation of the risk and return potential of all securities held in the portfolio.

We offer institutional clients a complete range of portfolio management services including:

  • Assistance in establishing an investment policy.
  • Assembling and managing a portfolio structured to achieve your goals of capital appreciation, income, preservation of capital and inflation protection.
  • Providing quarterly performance reporting.
  • Meeting in person as often as needed.