Asset Management

Individually Managed Portfolios for Growth and Income

Our Performance


This table illustrates the value of a $1,000,000 investment at the annual rates of return in the upper table.  Performance is calculated using the time-weighted method for equity portion of accounts where Dock Street Asset Management has full investment discretion. The index used for comparison purposes is the S&P 500 total return, which includes dividends reinvested. Dock Street performance is presented after  the deduction of advisory fees. Dock Street Advisory fees are described in this brochure and in Part II of the Form ADV. Complete supporting Documentation on performance figures of 1994 through the present is available on request. Past performance is no guarantee of future investment results.