About Duncker Streett & Co.

Nurturing Your Financial Legacy

Our Core Principles

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

1

Investment Research

Research efforts are concentrated on companies with strong operating histories and management teams with proven track records of creating long-term shareholder wealth.

2

You Know What You Own

Your investment goals drive the hand-picked individual security selection. We believe you should not only know what you own, but the why behind it.

3

We Sit On Your Side

We don't have sales agreements with outside vendors or product providers. That means we are positioned to objectively recommend the investment vehicles that will help you achieve your goals and objectives.

4

Unified Reporting

We can link your investment accounts into one consolidated portfolio to help ensure efficient management and tax reporting.

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

Why Duncker Streett & Co.?

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 individual requirements. Taxable clients also have differing tax considerations. At Duncker Streett & Co., our managers develop a tailored program for each client that is designed to help meet needs and objectives while alleviating concerns. Portfolios are generally structured with individual securities, in lieu of mutual funds, to help better control costs, manage risk and take advantage of specific opportunities. In sharp contrast, 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. We believe 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 tracks equity, fixed income and total account performance across individual and consolidated accounts, helping provide a comprehensive understanding of current and historic results. We believe that until accounts are viewed as a unified whole, portfolio management is inefficient. At Duncker Streett & Co., we strive to run your accounts as efficiently as possible and manage them on a consolidated basis to help ensure the total allocation is appropriate.

Accomplished Investment Professionals

Our portfolio managers have more than six decades of combined investment experience, and have managed client assets through some of the best and worst markets in American history.

Reach out to us if you’d like to learn more.

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800 Maryland Avenue, Suite 1100
St. Louis, MO 63105

Office: (314) 726-2600
Fax: (314) 726-2636

This website is for informational purposes only and should not be considered a solicitation by Duncker Streett & Co., LLC to transact business in any jurisdiction in which it is not excluded or exempted from registration as an investment adviser or in which Duncker Streett & Co., LLC has not complied with any registration or filing requirements. Advisory services offered through Duncker Streett & Co. LLC, a registered investment advisor.

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