Duck State Financial

Duck State Financial (DSF) provides investment advisory services to high-net-worth individuals. DSF uses a wholistic approach to investment management, balancing investments with external holdings and the client’s total asset picture. DSF summarizes findings in an Investment Policy Statement that incorporates a client’s strategic asset allocation. Individual investments are selected at the discretion of DSF advisors, who rely upon prevailing economic and market conditions, asset class fundamentals, and extensive investment research to inform trading decisions. DSF also provides expanded advisory services that include monitoring and reporting on all investment accounts, cash flow forecasting, integrated asset-liability risk management, enhanced governance procedures, and tax planning.