We believe in businesses, not the market.

Investment management for home service business owners. Built by operators, for operators.

Beyond Your Business

Investing for Home Service Businesses Owners & Operators

How we invest

We buy stock in 20 to 25 companies and pick them the same way you would pick a business to buy.

Who we work with

Home service business owners with stable, profitable companies making extra money that they’re ready to put to work and grow.

Why we exist

To help make sure your money works as hard as you do, and selling your business stays a choice.

Founder and family

What we do

Dock Street is an investment manager for home service business owners. We help you grow your money by investing it in companies in the stock market. We pick those companies carefully and watch them closely. Our clients work hard to build their businesses. At some point, those businesses start making more money than they need to put back into them. That’s when they call us.

The question they ask us is simple, but it’s a big one: What do I do with this money?

We answer it the way a business owner would. We buy stock in 20 to 25 companies. We pick each one the same way you would pick a business to buy. Does it make real money? Does it spend that money wisely? Is it built to last? Your portfolio runs in the background while you keep running the business. That way, your money is working as hard as you do, without taking up your entire day.

+1 (800) 555 555

Who we work with

Most of our clients took similar paths to find us:

First, they bought some real estate. Then maybe they put some money into a friend’s business (which usually didn’t go very well). Meanwhile, their company kept growing and making more money than they needed, and they started asking what to do with it.

That is where we come in.

Our clients own home service businesses that make more money than they need right now. Most of them have never invested in the stock market before. They’re not looking for a firm that makes this more complicated than it needs to be. They are looking for someone who thinks the way they do.

The best time to build a second engine is when your first one is strong. You may be ready if:

  • Your business is consistently profitable.
  • You have more cash than you need to put back into the business.
  • You want things kept simple.
  • You’re thinking long-term: about your family, your team, and what your business makes possible.

How we invest

We are obsessed with businesses, not with the market.
Most investment firms watch interest rates and economic news. We watch businesses. That’s a very different job.

Think of it this way: Your company is already an investment. You know it inside and out. You know how much money it makes. You know how it stacks up against the competition. You know if the people running it are any good.

We do the same thing with companies on the stock market. We invest in 20 to 25 of them. We pick each one the way you would pick a business to buy. Does it make real money? Does it spend that money wisely? Is it built to last?

If yes, it might be worth owning.

We don’t chase trends, and we won’t shake things up because of one bad month. You wouldn’t shut down a whole part of your business because one supplier raised prices. We think the same way.

What our clients get

The short answer: Money you can get when you need it, an investment portfolio someone is watching closely, and one person who picks up the phone. The other part is harder to put into words because our clients talk about a feeling. Like their shoulders have finally dropped. The question they walked in with, “Am I doing the right thing?”, finally has an answer, and they go back to running the business.
In real terms, that means:

Navigating Financial Success with Insight & Expertises

Ready Access to Capital

Money you can access when you need it, without slowing down the business.

A Portfolio at Work

Investments that keep growing while someone is paying close attention to them.

More Choices Ahead

The flexibility to keep growing, buy out a partner, pass on the business, or sell on your terms.

What we do

The first call is short. No pressure. We talk about your situation, not ours. We will be honest with you. If we are not the right fit, we will say so. We are not trying to be the right firm for everyone. Schedule an introduction, or read more first:

  • The second engine: Why building wealth outside the business changes everything
  • How we invest: How we pick companies and why
  • Our story: How Dock Street started and who we work with

+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

Start with a conversation.

You don’t need to have everything figured out before you call us. Tell us where the business is today, what you’re doing with the extra cash, and what you want the next few years to look like. We’ll tell you whether we think Dock Street can help.

If we’re a good fit, we’ll show you what comes next. If we’re not, we’ll tell you that too.

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.