Dancourt Management, LLC

DanCourt Management LLC is a state‑registered independent investment adviser that provides discretionary portfolio management to a small group of clients, including high‑net‑worth individuals, small businesses and institutional entities such as corporate pension plans, foundations and trusts. The firm manages concentrated equity and ETF portfolios and, as of the brochure date, oversees roughly $96 million across a limited client base.

The firm’s investment approach is long‑only and growth‑oriented, applying a sector‑rotation methodology with a focus on large‑cap and mid‑cap securities represented in the Russell 1000 and Russell Midcap indices and a bias toward companies that pay consistent, growing dividends. It generally avoids derivatives, margin and short sales, invests alongside client accounts, and conducts daily portfolio reviews while providing clients with written transaction summaries that explain the rationale for trades.

Compared with many solo independent advisers, DanCourt’s client mix includes institutional clients in addition to high‑net‑worth households, and it typically does not accept smaller, non‑HNW individual accounts — a service profile that is relatively uncommon among peers. The firm’s sole member also has extensive industry governance experience, including long tenures as a trustee and investment‑committee chair for large mutual‑fund and ETF complexes, a role that is notable for a firm of this size.