Moondance Investment Advisors, LLC

Moondance Investment Advisors serves individuals, high‑net‑worth clients, trusts and estates with discretionary and non‑discretionary portfolio management and, when requested, stand‑alone financial planning and consulting. The firm allocates across individual equities, fixed income, mutual funds, ETFs and alternative investments and charges clients on an asset‑based fee arrangement.

The firm develops client‑specific allocations using a mix of fundamental, technical and cyclical analysis and implements long‑term, short‑term and trading strategies with ongoing monitoring and periodic rebalancing. It treats cash as an asset class—maintaining defensive cash positions when warranted and managing sweep balances into higher‑yielding money‑market options as appropriate—while providing both advisory and planning services.

Distinctive features include a very small advisory team supporting a modest client roster and asset base, which affects operational practices such as streamlined personal‑trading reporting and direct fee debiting from custodial accounts. The principal also maintains a separate insurance‑agent license and the firm discloses related commission conflicts, engages third‑party introducers for client referrals, and receives non‑cash support from its custodian—arrangements the brochure highlights as potential conflicts to consider.