Dock Street, founded in 1989, is an independent firm based in West Palm Beach, FL, offering investment planning services for families and individuals. With over 30 years of financial expertise, Dock Street aims to reduce uncertainty and anxiety by developing personalized investment plans that map out clients' financial futures, focusing on long-term outcomes and providing a certain level of calm.
As a conflict-free advisor, Dock Street manages client accounts separately, deciding which individual investments to own and taking responsibility for their decisions. They prioritize performance transparency, charge a simple fee based on assets managed, and do not manage mutual funds or charge commissions or performance fees. With a data-driven investment strategy and a focus on businesses rather than the stock market, Dock Street aims to deliver sustainable growth in economic value for its clients.
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