• Tailored Portfolio Management- Every client, whether an individual, institution, pension plan or charitable enterprise, has a different blend of growth goals, income needs, risk thresholds, time horizons and unique requirements. Taxable clients also have differing tax considerations. At Duncker Streett & Co., LLC our managers develop a tailored program for each client that meets needs and objectives while alleviating concerns. Portfolios are generally structured with individual securities, in lieu of mutual funds, to better control costs, manage risk and take advantage of specific opportunities. In sharp contrast, those investment programs that exclusively utilize packaged products like mutual funds can be confusing entanglements of "black-box" investments that provide little visibility into what is actually bought and sold by each mutual fund company. The imbedded fees of these packaged products impose an unnecessary extra layer of costs that can impair long-term performance.
  • Service- Communication is provided through periodic personalized meetings, telephone/email discussions and quarterly letters with performance results. Our portfolio management software tracts equity, fixed income and total account performance across individual and consolidated accounts, helping provide a comprehensive understanding of current and historic results. Until all accounts are viewed as a unified whole, portfolio management is not efficient. At Duncker Streett & Co., LLC, you have peace of mind knowing that your accounts are run in the most efficient manner possible, and are managed on a consolidated basis to ensure the total allocation is appropriate.
  • Accomplished Investment Professionals- Our portfolio managers have notched over six decades of investment experience and have successfully managed client assets through some of the best and worst markets in American history.