A complete list of active advisors currently associated with Dance Investment Partners, LLC

Warmer can help you find a great advisor at Dance Investment Partners, LLC or one who fits your needs even better.

Dance Investment Partners is registered as an investment manager but provides services directly to individuals and families, including both non-high-net-worth and high-net-worth clients, in addition to advising other account types such as trusts and organizations. The firm offers financial planning through a subscription software and flat-fee consultations, along with discretionary portfolio management services. The firm’s investment approach draws on both fundamental and technical analysis and may include a range of instruments—stocks, bonds, ETFs, mutual funds and structured products—using trading and longer-term purchase strategies tailored to client objectives. Accounts are generally managed on a discretionary basis, with the firm documenting client circumstances, allowing client-imposed investment restrictions, and providing periodic performance reporting. Distinctive features include the firm’s early-stage status with no regulatory-reportable assets at initial filing and a small advisory team; the principal discloses an outside short-term rental business that consumes a material portion of weekly time, which the firm identifies as a potential time-management consideration. The firm does not charge performance-based fees, does not vote client proxies (leaving proxy materials to clients), and maintains limited custody arrangements with regulatory safeguards in place.

To learn more about the advisors currently working at Dance Investment Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.