About Dock Street Asset Management  

DOCK STREET, founded in 1989, serves as an independent investment advisor to wealthy families. Our services include both asset management and investment advisory for individuals, families, trusts, foundations and small businesses. Our primary asset is the depth and breadth of our Investment Advisor's experiences specifically managing family assets.

OUR SERVICES

INVESTMENT MANAGEMENT

DOCK STREET manages discretionary client assets. Accounts are customized and managed separately to reflect each client’s specific objective. Client assets are allocated across the full range of global equity, fixed income and alternative investments. Clients interact directly with the investment decision maker, a DOCK STREET Investment Principal.

INVESTMENT ADVISORY

DOCK STREET provides investment oversight for non-discretionary client assets. For example, we serve as an independent Investment Advisor by overseeing the investment activities of corporate trustees. Clients include wealthy families and/or their co-trustees such as attorneys and accountants. Our clients also retain us for special projects such as evaluating and integrating other wealth management providers including trust, estate and tax advisors.

OUR PROFESSIONALS

• Average experience of over 30 years
• Long careers in wealth management: investments, trusts, private banking
• President and founder created his wealth as a successful entrepreneur
• Extensive knowledge in counseling co-trustees (attorneys, accountants, families) as they oversee investment recommendations of a corporate trustee
• Demonstrate above-average returns on investment for long periods of time