Dance Investment Partners, LLC

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.