Institutional Clients

Duncker Streett & Co. 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 has historically produced results that help meet our clients' needs. Under the stewardship of a Duncker Streett & Co. portfolio manager, your funds are in the hands of a financial professional whose first priority is a prudent evaluation of the risk and return potential of the 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 help achieve your goals of capital appreciation, income, preservation of capital and inflation protection.

Quarterly performance reporting.

In-person meetings as often as needed.

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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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