Dock Street Asset Management INC

Dock Street Asset Management is a registered investment advisor based in Palm Beach, Florida, that has been providing portfolio management services since 1989. The firm creates customized investment portfolios tailored to each client's specific objectives, risk tolerance, and financial circumstances, utilizing predefined core investment models. Dock Street primarily focuses on long-term purchases, short-term purchases, option writing, and fundamental and technical analysis, investing in equities, fixed income securities, mutual funds, exchange-traded funds, and options. The firm generally requires a minimum investment of $10 million, though this minimum may be waived for owners of private businesses with significant revenue or at Dock Street Asset Management's discretion. Dock Street Asset Management operates with discretionary authority, meaning they make investment decisions on behalf of clients without prior approval for each trade.