Home2025-11-19T19:25:30+00:00

Beyond Your Business

Investing for Home Service Businesses Owners & Operators

Beyond Your Business

Investing for Home Service Businesses Owners & Operators

Investment Management

Exceptional returns for personal and trust accounts

Client Partnership

Fiduciary relationship – trusted and confidential

Experienced Team

35 years of supporting client success

Our #1 job is to grow our clients’ assets

You’ve built your business;

we’re here to build your wealth

Navigating Financial Success with Insight & Expertises

Dock Street Principles
  • Focus on investment performance
  • Avoid conflicts of interest

  • Put client’s interests first – returns, one fee, and personalized service

Investment Approach
  • Study the few companies that have competitive advantages in their industry

  • The best defense is a good offense – emphasize after-tax returns

Specialized Expertise

  • Decades of experience helping Business Owners to invest beyond their business

  • Legacy of success building and transferring generational wealth

Our #1 job Is to grow Our Clients’ Assets.
Founder and family

Passionate – Committed – Experienced

Specialized advice to solve specific problems 

Investing beyond your business is powerful, but can feel complex. Home Service business owners are presented with too many different investment options, and discovering which course is best would take decades if they tried it on their own. We have those decades of experience; we’ve tried it all–we know what works.

It’s not just about managing your wealth, it’s about family. Working with multiple generations in one family has enabled us to deeply understand the complexities around trust management, wealth transfer, and estate planning, ensuring that each decision aligns with the family’s values and long-term goals.

Contact us for a consultation :

203-532-9470

+1 (800) 555 555

Passionate – Committed – Experienced

Specialized advice to solve specific problems

Business Owners

Investing beyond your business is powerful, but also can feel complex. In working with business owners, we provide a specialized understanding of risk exposure sensitivity, liquidity needs, and tax implications

Multigenerational Families

It’s not just about managing your wealth, it’s about family. Working with multiple generations in one family has enabled us to deeply understand the complexities around trust management, wealth transfer, and estate planning, ensuring that each decision aligns with the family’s values and long-term goals.

Contact us for a consultation:

203-532-9470

203-532-9470

Exceptional Returns, Extraordinary Service

The following are testimonials from current clients, these clients were not compensated for their testimonials, and their experience may not represent that of all clients.

Thank you for your great research and decisions. I can still have a great standard of living because of your great work!

Client for 25 years, 70’s, retired

I have even more appreciation for the simple and elegant approach that you all have at Dock Street; picking great companies by looking at their underlying financials and holding for a long time.

Client for 14 years, 30’s, working

You are the best. Our life benefits from all you know and do. Keep it up.

Client for 14 years, 60’s, retired

So nice to get to know your colleagues better and to feel confident in Dock Street as a continuing organization begun with your [Dan] insight and industry and continuing into another perspicacious generation of lovely people—also including Spencer, Liz, and Adam. Ongoing thanks for building a fine and successful organization!

Client for 14 years, 60’s, retired

Passionate – Committed – Experienced

Meet Dock Street’s Team

Our team has decades of experience helping provide families with financial guidance.

Daniel A. Ogden

FOUNDER & CHAIRMAN

Daniel A. Ogden
Spencer Ogden

PRESIDENT

Spencer Ogden
Evan McGoff

Chief Investment Officer

Evan McGoff
Adam Egelberg

Director of Research

Adam Egelberg
Marjan Verhelst

Client Associate

Marjan Verhelst
Elizabeth Curtin

Marketing & Client Support

Elizabeth Curtin

Growing Your Wealth for Multiple Generations

What makes Dock Street different

We might be the right fit for you if you are looking for:

  • A focused investment strategy concentrated on returns that avoid over-diversification

  • A direct relationship with investment decision makers
  • A single transparent fee for all services
  • Direct access to your account through an independent custodian
  • An independent advisor, not a salesman

Our Fee s

Our fee is a percentage of your assets we manage. We have one flat fee.

Annual Fee: 0.7% 

This fee is our only source of revenue which means we are a fee-only fiduciary advisor. Custodians and other service providers have additional fees. Dock Street does not receive any portion of any of those fees.

The annual fee is billed and рауablе quarterly in advance based оn the value of your account оn the last day of the previous quarter.

Minimum

Dock Street has a $10 million minimum; we will waive our minimum for business owners with $10 million of annual revenue.

Dock Street is a Registered Investment Advisor. That means we do not charge commissions nor do we participate in the commissions our clients pay. It means we file a Form ADV with the Securities & Exchange Commission each year, a copy of which is available here. We also file a Form CRS, a copy of which is available here.

Our Fees

As a fee-only fiduciary, our fee is based on а percentage of your assets we manage and is set forth in the following fee schedule:

Annual Fee
Assets Under Management
1.25%
Assets up to $500,000
0.75%
Assets between $500,000 to $5 million
0.60%
Assets above $5 million

Additional fees associated with custodial management may occur (e.g. wiring), but for Dock Street there is only the fee above. The annual fee is billed and рауablе quarterly in advance based оn the value of your account оn the last day of the previous quarter.

Dock Street is a registered investment advisor. That means we do not charge commissions nor do we participate in the commissions our clients pay. It means we file a Form ADV with the Securities & Exchange Commission each year, a copy of which is available here. We also file a Form CRS, a copy of which is available here. Our fees are based on a percentage of client assets under management – generally 1% or less on an annual basis.

Passionate – Committed – Experienced

Dock Street’s Letters

For the last 30 years, the Dock Street team has sent out over 500 emails to their clients sharing our investment insights, philosophy, responses to world events, and more. Many of Dock Street’s letters will now be shared here as well.

Here We Go Again

A normal market correction is underway

Following six straight months of gains, we finally have entered into a significant market pullback. As […]

Cash Flow is Wealth

Net Worth comes in many forms, but without cash flow, it is worthless

In any Jane Austen novel net worth is never mentioned. But income! – […]

Who should you invest in?

Focus on the basics

Picture the following person: she has a high income and it’s only going up. She spends less than […]

For Better or Worse, but Not Forever

Know when to hold ’em, know when to fold ’em

The goal of our investment process at Dock Street is to find […]

No Longer Idling

Computation is Driving Intelligence

When you start a car and leave it in park, that’s called idling. The machine is on, but […]

The 50-Year-Old Stock Analyst

Trying to understand Wall Street skeptics

Is Artificial Intelligence just another bubble? The answer seems to be “yes” for many technology stock […]

DeepSeek Follow-Up

What’s happened since January?

Earlier this year, the markets were shocked by a Chinese AI model called DeepSeek. Lots of hasty conclusions […]

The Nasty Time of Year for Stocks

September and October are often difficult for stockholders

September is historically the worst month for stocks and October has provided investors with […]

“That’s not very good, Dan.”

Something we haven’t heard lately

Nearly ten years ago, I needed to call one of our largest clients at the time to […]

The Execution Moat

The Monoperator Business

The natural state of capitalism is a hyper-competitive race to the bottom in both prices and profit margins. Think […]

Economic Fragility?

The persistent worry about economic decline

One careful reader of our April letter on uncertainty (The Tariff Panic

How are we doing?

Your May statement contains some pleasant surprises

If you began a South Seas cruise in early February and forgot your cell phone, […]

Dock Street Client Letters

Subscribe to receive Investment Insights

*Subscribers can expect an average of 2 letters a month

The Dock Street Way

Subscribe to receive Investment Insights

*Subscribers can expect an average of 2 letters a month

2875 South Ocean Blvd Suite 200-46

Palm Beach, FL 33480

Building a Second Engine

Your business works hard. Shouldn’t your money do the same?

Ready to invest beyond your business? Find out with this simple checklist for business owners.

Dock Street Letters

For the last 30 years, the Dock Street team has sent out over 500 emails to their clients sharing our investment insights, philosophy, responses to world events, and more. Many of Dock Street’s letters will now be shared here as well.

Read the Most Recent Letter

Go to Top