AUGUST 17, 2010 - SLOWDOWN OR DOUBLE-DIP?
AUGUST 4, 2010 - IS THIS RALLY FOR REAL?
JULY 25, 2010 - MILKING THE BUSINESS
JULY 21, 2010 - HIGH VELOCITY TRADING? SHOULD WE BE WORRIED?
JULY 14, 2010 - THE CHINESE CURRENCY ANNOUNCEMENT
JUNE 29, 2010 - WHAT’S A “POLICY ERROR”?
JUNE 14, 2010 - A GLOOMY BUNCH IN LONDON
Beyond Wall Street
If you’re looking for more out of your relationship with your portfolio managers and individual investment account, it’s time you looked beyond Wall Street to the offices of Dock Street.
At Dock Street, we manage investment portfolios for individuals, families, trusts and small businesses. 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. All portfolios are individually managed with frequent consultation between clients and portfolio managers. Our minimum is $1 million for new relationships.
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.
If you want more out of your investment team, it’s time for Dock Street.