Dock Street manages investment portfolios for individuals, families, trusts and small businesses. Our minimum is $1 million for new relationships.

All portfolios are individually managed with frequent consultation between clients and portfolio managers. We do not manage mutual funds nor do we operate any type of fund that pools client capital. Each client has their own separate account.

Dock Street is a registered investment advisor. That means we do not charge commissions nor do we participate in the commissions our clients pay. It means we file a Form ADV with the Securities & Exchange Commission each year, a copy of which is available here. Our fees are based on a percentage of client assets under management---generally 1% or less on an annual basis.