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This
website is for informational purposes only and should not be considered
a solicitation by
WT • DS to transact business in any jurisdiction in which it is not excluded or
exempted from registration as an investment adviser or in which WT • DS has
not complied with any registration or filing requirements.
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WealthTrust • DunckerStreett
was founded in 1990 and conducts general investment advisory and portfolio
management business for individuals, trusts, pension and profit sharing
plans, endowment funds, charitable trusts, corporations, and personal
holding companies.
Since
1967, the principals of the firm have developed an investment style that
seeks long-term growth of principal obtained primarily from equities selected
on the basis of fundamental and technical analysis in the context of the
specific time horizon, risk tolerance, and cash flow requirements of each
client.
As a
core equity manager with a growth at a reasonable price (GARP) style,
WealthTrust • DunckerStreett builds diversified portfolios of stocks
which can be either growth or value and either large-cap or mid-cap.
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