Dance Investment Partners, LLC

Dance Investment Partners, LLC is a registered investment adviser that works with individuals, high‑net‑worth clients, and families to provide financial planning and portfolio management, including retirement and estate planning. The brochure describes two service tracks — financial consultation/planning and portfolio management — and reports the firm manages roughly $3.2 million in client assets across about ten accounts, including discretionary accounts held at a custodian and non‑discretionary annuity accounts.

The firm’s stated investment process draws on both fundamental and technical analysis and may employ trading, short‑ and long‑term purchase strategies, and a range of instruments such as stocks, bonds, mutual funds, ETFs (including crypto‑linked ETFs), and structured products. Portfolios are generally managed on a discretionary basis where appropriate, with the firm noting that crypto ETF positions are custodied at Altruist Financial and that clients may impose written restrictions on investment choices.

Several operational details distinguish Dance from many peers: it discloses the use of illustrative or hypothetical performance in its materials, an uncommon practice among independent advisers, and it manages a material slice of assets in non‑discretionary annuity accounts alongside discretionary AUM. The firm’s principal also operates a short‑term rental business and dedicates time to that activity, a potential time‑management consideration the brochure highlights.