Sundance Advisors

Sundance Advisors, Inc. is an independent financial advisory firm founded by Dale R. Browne in July 2006. The firm specializes in offering investment advisory services, money manager search and monitoring, investment management, and consulting services for high net worth investors, endowments/foundations, and pension plans. Sundance provides both discretionary and non-discretionary investment advisory services tailored to individual client needs. The firm manages assets totaling $226,000,000 as of December 31, 2016. Sundance's fee structure is based on the size of the asset pool and complexity of the engagement, with fees ranging from 20-90 basis points depending on the portfolio size. Clients are charged monthly based on asset levels, with fees deducted directly from investment accounts. Sundance does not employ performance-based fees. The firm's investment strategies include recommending managed investment products, mutual funds, exchange-traded funds, stocks/bonds, and other suitable investments. Sundance focuses on diversification, cost efficiency, and long-term management stability when selecting investments. Clients receive regular portfolio reviews and performance summaries. Sundance acts as a fiduciary, prioritizing clients' best interests and maintaining a Code of Ethics to ensure integrity and transparency in client transactions. The firm does not have any disciplinary history and does not accept referral fees or soft dollar commissions. Sundance does not custody client assets and has the authority to make investment decisions without specific client consent. Clients can contact the firm for a complete copy of its Code of Ethics.