Duncker Streett & Co.

Duncker Streett & Co., LLC is a registered investment advisory firm established in 1990, offering investment management services primarily focused on discretionary portfolio management of common stocks, fixed income securities, and cash reserves. The firm may also utilize Real Estate Investment Trusts (REITs), ETFs, and mutual funds for diversification. Clients' specific investment needs are addressed through a client profile process, considering factors such as investment circumstances, objectives, and risk tolerance. The firm charges management fees based on a tiered schedule, ranging from 0.90% to 0.50% per annum based on assets under supervision. Clients' accounts are reviewed continuously, and quarterly reports are provided. Duncker Streett does not provide legal, tax, or accounting advice. The firm's investment strategies involve long-term holdings of securities, with occasional use of stock options or margin accounts for experienced investors. The firm is affiliated with various companies under common ownership, including Hightower Advisors. The minimum account size is generally $1,000,000, but exceptions may apply. Duncker Streett does not have a disciplinary history and exercises investment discretion for client accounts. The firm votes proxies for client securities and does not have custody of client funds or securities.