Client Services

We believe that our value as portfolio managers results from three primary factors:

• Client comfort with our style, based on frequent consultation and communication
• Solid performance, relative to market indices over time; and
• Personal service, by maintaining a limited number accounts per portfolio manager and back-up on all accounts.

Client Reporting
The type and frequency of reporting will be customized to the needs of the client. A typical arrangement includes a quarterly Portfolio Appraisal, a Purchase and Sale report, and a Realized Gains and Losses report. In addition, quarterly performance reports are sent with portfolio commentary. Personal meetings are scheduled as often as desired. Clients are also kept informed through personalized letters and telephone calls regarding transactions, market conditions, and investment strategy.

Form ADV
Duncker, Streett & Company, LLC (doing business as WealthTrust • DunckerStreett) is an investment advisor registered with the Securities and Exchange Commission (SEC), and has filed Form ADV with the SEC. This disclosure document contains information about the firm, its principals, business practices and regulatory compliance. For a copy of WealthTrust • DunckerStreett's ADV, please contact us or visit the SEC's Investment Adviser Public disclosure website.