About Us

group of students outside building
Who we are

Calmly and Competently Leading You to Financial Security

Investment Dock was formed in 1995 when the financial services industry was fraught with conflicts of interest. Even today, many investment management firms push products and revenue rather than honoring their fiduciary responsibility. It was in this landscape that our founders established something different. 

Exceptional Client Service

Investment Dock Advisors In the corporate environment of large brokerage and investment management firms.

Transparency

Confidence that your money is in good hands starts with excellent communication from your advisory team

Investment Strategy

We stick to our guns through the market’s ups and downs, don’t chase fads, and are not afraid to say “no” when the job requires it.

demo-attachment-2307-Half_Circle_Lines
Our Team

We Are A Great Family

We succeed when our clients succeed. To effectively manage risk, we built a proprietary risk engine that uses data pulled from APIs, financials provided by our clients, and machine learning to model a company’s future growth.

demo-attachment-2160-CEO

Jack Spencer

Chief Executive Officer
Jack is the founder and chairman of Health Invest. Wth 20 years in the executive search business.
demo-attachment-878-Strategic-Advisor

James Belfort

Strategic Advisor, Investor
Aliquam lorem ante, dapibus in, viverra quis, feugiat a, tellus. Phasellus viverra
demo-attachment-886-Team-Member-1

Amanda Elay

Senior Vice President
ArtwA wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring
demo-attachment-471-Team-Member-2

Mariah Carry

Consultant
As a managing director at the firm, Mike oversees the strategic plans for Fort Pitt Capital’s future.
demo-attachment-472-Team-Member-3

Gina Kennedy

CEO Founder
Bernie Clinton is a dedicated water professional who combines analytic We are e Consulting
demo-attachment-482-Team-Member-4

Samanta Willaian

CEO Founder
Aliquam lorem ante, dapibus in, viverra quis, feugiat a, tellus. Phasellus viverra nulla I am alone, and feel the charm
Portfolio

Goal-Based Management of Institutional Portfolios

demo-attachment-903-TRENDKITE-W_logo
demo-attachment-901-Octane-Logo
demo-attachment-899-informetica-Logo
demo-attachment-902-tissue_analytics_3b4653
demo-attachment-898-headout-Logo
demo-attachment-897-graftworx_logoWeb
demo-attachment-900-levelup-vector-logo
demo-attachment-896-Bausch-Health-Logo-1

Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience
Talk With An Advisor
demo-attachment-2070-Quarter_Line_Shapes
receptionists, phone call, hotel