Dantes Outlook
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About
Dantes Outlook provides investment advice and model portfolios to individuals and families and also offers consulting and outsourced-CIO services to other registered investment advisers. The firm delivers both discretionary and non‑discretionary investment advising, including comprehensive planning, asset allocation, and investment manager selection, with recommendations tailored to each client's objectives.
The firm's investment process emphasizes goal‑based asset allocation implemented primarily through ETFs and individual stocks, combined with technical analysis and quantitative measures of price trends and momentum. Systematic trend signals and relative‑strength analysis are used to adjust model portfolio exposures over time, and the firm may at times employ options and other short‑term strategies.
Dantes Outlook is notable among similar independent, solo‑advisor practices for its explicit use of market‑timing tools and momentum‑based signals as part of portfolio management, an approach that is uncommon in this peer group. It also uses fee arrangements beyond a simple AUM‑only model—providing engagement‑based (hourly/retainer) work and negotiable AUM arrangements—and makes its model portfolios available to RIA clients as part of its consulting services.
Client services
Expertise
Fee options
Annual retainer fee of $10,500
$350/hour
Fee-only: Hourly billing rate of $350/hour; Annual retainer fee of $10,500
Main office
Bronx NY
Advisors at this office
1
Most active in
New York
Also doing business as
Dantes Outlook · Dantes Outlook LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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