SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD.

Overview

Scott S. Duko, Registered Investment Advisor, Ltd. is an independent, owner-operated RIA organized as a limited liability company. The firm serves individual and family clients with a fee mix that includes a percentage of assets under management, hourly charges and fixed fees. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. The firm acts as a capital allocator and shows a clear preference for listed equities as the primary engine of client portfolios. Investment practice centers on separately managed accounts and exchange-traded securities, with the adviser maintaining discretion over client assets. Scott S. Duko integrates outside legal expertise through a law firm affiliation to support estate and related planning needs. Environmental, social and governance considerations are not a stated focus of the firm’s investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices