Firm Profile

Duncker, Streett & Co. commenced business on July 1, 1990, succeeding to the business of the St. Louis office of Brown Brothers Harriman & Co. Mr. Charles P. Duncker, CFA, and Mr. Donald H. Streett had been employed by Brown Brothers Harriman & Co. since 1967 and 1966, respectively. Mr. Kelly B. Sullivan, CFA, who has been engaged in financial services and investment banking since 1974, joined Duncker, Streett & Co. in 1993. Mr. John R. Moulton, Jr., CFA, CFP, has been in the investment management business since 1980 and joined the firm in 1996.

The firm conducts a general investment advisory and portfolio management business for individuals, trusts, pension and profit sharing plans, endowment funds, charitable trusts, corporations, and personal holding companies. It does not serve as a custodian of investment assets or broker for the purchase and sale of investment securities.

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.

The firm manages portfolios on a fully discretionary basis. Consideration may be given to managing accounts on a non-discretionary basis.

In November 2000, the Company affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. This affiliation strengthened Duncker, Streett & Co. by providing additional resources in the areas of research, compliance, technology, financial planning and back-office support. In 2004, we adopted the business name of WealthTrust • DunckerStreett to underscore our shared vision for managing client assets with unwavering integrity, though we remain a separate company.