Story Street

Story Street's clients are intelligent, highly successful professionals and business people who are looking for expertise, financial resources and investment management to help them build a bridge from where they are to where they want to be. Our clients are sophisticated but, because of their busy lives, lack the time to fully develop and carry out the financial plans they know they need to accomplish their long-term financial goals.

Though small, we have relationships with major financial institutions and access to a wide variety of investment and financial resources to meet the unique needs of each client. Client assets are custodied at Charles Schwab & Co. where clients have full Internet access to all of their investments to provide transparency and safety. In addition, clients have access to the full range of banking and account services offered by Schwab including checking, debit cards and Internet bill-paying. Story Street's fee structure is clear and reflects the services and value provided with no obfuscation

Story Street was founded by Tim Duncan, a successful entrepreneur, attorney and executive who has spent his career in corporate finance, investment management and technology. Tim started the firm initially to manage his own investments and he now brings the same level of care and concern in working with all clients. Tim's experience and expertise provides him a unique perspective and understanding of each client's needs and goals.