A complete list of active advisors currently associated with Dantes Outlook
Warmer can help you find a great advisor at Dantes Outlook or one who fits your needs even better.
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.
To learn more about the advisors currently working at Dantes Outlook, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bronx, NY
| 3
|
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