Thank you
Earlier this month, we learned that Dock Street has been named one of Newsweek’s Top Financial Advisory Firms for 2025. This recognition is wonderful and important, but what it really has done is made us reflect upon Dock Street and in particular, our clients.
One of the metrics used in this ranking is the growth of assets under management. This growth is directly tied to two elements (1) performance, but more importantly, (2) our clients. From the clients who have been with us since the 90’s to those who started this year – we are very thankful for your trust and partnership. Getting to work with families across decades and generations has been the real success of Dock Street. Without our clients staying with us, adding assets, and introducing your family & friends, we wouldn’t be on the list.
Thank you for choosing Dock Street. We deeply appreciate your continued confidence in the Dock Street team.
Cheers to a wonderful holiday season and a prosperous new year!
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.
