DOCK STREET ASSET MANAGEMENT INC

Dock Street Asset Management Inc. is a registered investment adviser based in Palm Beach, Florida. The firm offers portfolio management services which are personalized to each individual client. The firm's investment advice is tailored to meet clients' needs and investment objectives. The firm will meet with clients to determine their investment objectives, risk tolerance, and other relevant information at the beginning of the advisory relationship. The firm will use the information gathered to develop a strategy that enables the firm to give clients continuous and focused investment advice and/or to make investments on their behalf. As part of the portfolio management services, the firm customizes an investment portfolio for clients according to their risk tolerance and investing objectives. The portfolio will be based on several predefined model portfolios used for all clients. Once the firm constructs an investment portfolio for a client, the firm will monitor the portfolio's performance on an ongoing basis and will rebalance the portfolio as required by changes in market conditions.

This document outlines several investment strategies that may be employed by the firm, based on the specific needs of each client. These strategies include long-term purchases, short-term purchases, and option writing. The firm also utilizes fundamental analysis to evaluate individual companies and their industry groups, considering factors such as financial statements, product lines, management experience, and industry outlook. This analysis aims to determine the true value of a company's stock compared to its current market value. Additionally, the firm offers customized investment portfolios tailored to each client's risk tolerance and investment objectives. These portfolios are based on predefined model portfolios used for all clients. The firm continuously monitors portfolio performance and makes adjustments as needed based on changing market conditions.

(Subscription Required)