Investment Planning with Dock Street

by | Aug 23, 2023 | General

Quality Investing and Advice without Compromises

All customers want great service & reasonable prices. But the financial services industry has typically only offered one of these options at a time.

If you want strong financial returns, you’re going to have to pay high fees to a Hedge Fund that charges 2% on your assets and takes 20% of your profits.  

If you want low fees, you’re going to get off-the-shelf investment options and minimal effort from the advisor.

You deserve better. 

Your advisor should do the best job they can with the money invested, not hide behind a low effort approach. And your advisor should be accessible to you, answering any and all financial questions with an eye toward what’s in your best interests. 

At Dock Street, we aim to do a great job at both investing client assets and providing financial advice. We call this Investment Planning. We invest our clients’ money the best way we know how, and we’re trying to tailor our approach to meet our clients’ long term financial goals. 

Our process begins with getting to know you and determining together whether we’re a good fit for each other. As a fiduciary, we’re required to act in your best interests, which means we don’t sell complicated financial products with hidden fees. 

You need an advisor who cares enough to do the best job they can. 

Let’s figure out if we should work together – Click here to schedule your 1-hour complimentary consultant call with our team. 


The Dock Street Team


Dock Street Asset Management, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. You should not assume that any discussion or information contained in this letter serves as the receipt of, or as a substitute for, personalized investment advice from Dock Street Asset Management, Inc.

It is published solely for informational purposes and is not to be construed as a solicitation nor does it constitute advice, investment or otherwise.

To the extent that a reader has questions regarding the applicability of any specific issue discussed above to their individual situation, they are encouraged to consult with the professional advisor of their choosing.

A copy of our Form ADV Part II regarding our advisory services and fees is available upon request.

Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. Past performance is no guarantee of future returns.