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