We believe that our value as portfolio managers results from four essential factors:
Perspective
In addition to years of investing experience, the principals of our practice have earned their Chartered Financial Analyst® (CFA®) designations and are CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners, which attests to their level of specialized training and knowledge in their field.
You know what you own
We invest primarily in individual securities that are hand-picked to help you meet your investment goals. With Duncker Streett & Co., you know what's in your portfolio and why.
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.
Unified reporting
We can link your investment accounts into one consolidated portfolio to help ensure efficient management and tax reporting.
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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