About Dock street asset management
Dock Street Asset Management: Providing Individually Managed Portfolios for Growth and Income
Dock Street Asset Management is an independent investment advisor that has been serving families and business owners since 1989. The company offers individually managed portfolios that are designed to help clients achieve their financial goals through growth and income.
At Dock Street Asset Management, the team of experienced professionals understands that every client has unique needs and objectives. That's why they take a personalized approach to investment management, working closely with each client to develop a customized portfolio that aligns with their specific goals, risk tolerance, and time horizon.
The company's investment philosophy is based on the belief that long-term success requires a disciplined approach to investing. They focus on building diversified portfolios of high-quality stocks and bonds, using rigorous research and analysis to identify opportunities for growth while managing risk.
Dock Street Asset Management offers a range of services designed to meet the needs of clients at every stage of life. Whether you're just starting out in your career or planning for retirement, the company can help you build a portfolio that reflects your unique circumstances and goals.
For individuals seeking growth-oriented investments, Dock Street Asset Management offers equity portfolios designed to provide exposure to high-quality companies with strong fundamentals. These portfolios are managed with an eye toward long-term performance, using rigorous research and analysis to identify companies with sustainable competitive advantages.
For those seeking income-oriented investments, Dock Street Asset Management offers fixed-income portfolios designed to provide steady cash flow through interest payments from bonds. These portfolios are managed with an emphasis on credit quality and diversification across sectors and maturities.
In addition to its core investment management services, Dock Street Asset Management also provides comprehensive financial planning services designed to help clients achieve their broader financial goals. This includes retirement planning, estate planning, tax planning, education funding strategies, insurance analysis, charitable giving strategies,and more.
Overall,Dock Street Asset Management is committedto providing its clientswith personalized service, rigorous investment management, and comprehensive financial planning. With a focus on long-term success and a disciplined approach to investing, the company is well-positioned to help clients achieve their financial goals over time.