Dock Street Asset Management, Inc.

Dock Street Asset Management, Inc. is a registered investment advisor (RIA) that provides financial advisory services to high net worth clients throughout the US.

I have helped with some of the firm’s data visualization needs:

  1. Simple, static plots used in client letters

  2. Interactive online visuals that the firm’s internal researchers can use and dynamically update with new data

Click the button below to see an online application I built for Dock Street’s internal research process.

Note: The application may take a minute to load.

Data from FactSet