Duncker Streett & Co.

Duncker Streett provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and similar entities, with a reported $707 million in assets under management across roughly 165 client accounts. The firm notes a typical account minimum of $1,000,000 (which may be waived) and manages portfolios using common securities such as stocks, bonds, REITs, ETFs and mutual funds.

The firm’s investment process combines fundamental analysis (including discounted cash flow), technical and charting techniques, and cyclical analysis, with a primary emphasis on long-term holdings while permitting shorter-term trades when warranted; use of options or margin is described as rare and limited to experienced clients. Duncker Streett collects client profiles (objectives, time horizon, risk tolerance) to tailor asset allocation, operates an Execution Quality Committee to review brokerage practices, uses soft-dollar research arrangements, and notes that some service providers include artificial intelligence components reviewed through periodic due diligence.

What is distinctive for a firm of this size and structure is its network of ownership and affiliations: Duncker Streett is affiliated through common ownership with a broker-dealer, multiple other registered investment advisers, affiliated trust companies, and an affiliated accounting firm—relationships the brochure discloses as potential sources of additional services and conflicts of interest. The firm also reports a relatively high level of assets per advisor compared with peers, reflecting concentrated AUM alongside a small advisory staff.