Adopting an Investment Policy Statement (IPS) to outline risk tolerance, tax strategy, investment goals, asset allocation ranges and distinct client needs.
Managing the portfolio to help meet income and growth goals, as well as follow the terms of the IPS.
Diversifying among asset classes, economic sectors and industries to help address the client’s needs and the challenges of the economic environment.
Strategies that are designed to help achieve competitive investment returns.
Minimizing costs where possible and prudent.
Quarterly performance and market commentary.
Quarterly statements with a Portfolio Appraisal, a Realized Gain/Loss Report and a Purchases & Sales Report.
Consolidating multiple account statements into a single report.
Communicating according to the client's preference: by mail, email, phone or personal meetings.
Financial planning on request.
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.
©2026 Duncker Streett & Co., LLC. All Rights Reserved.