BEYOND TRADITIONAL ASSET CLASSES
Structured Strategies & Private Opportunities
Sophisticated wealth requires more than a conventional allocation approach. We integrate structured investment strategies and carefully evaluated private opportunities as part of a comprehensive, risk-aware wealth management framework. Our focus remains on alignment — ensuring each strategy supports long-term objectives and capital preservation priorities.
Wealth Management Framework
Private Investments
Private Investments
Private Investments
Grounded in Alignment,
Focused on Legacy Objectives
Structured Products
Private Investments
Private Investments
Public Markets with
Structured Strategies
Private Capital Allocations
Differentiated Market Exposure
At Dance Investment Partners, our approach to private markets reflects the complexity of today’s investment landscape and the enduring objective of long-term capital stewardship. For sophisticated households and families with substantial investable assets, private investments can serve as a complementary component within a diversified, risk-aware portfolio.
We thoughtfully evaluate private investment opportunities, including private real estate development and other non-traditional assets that may provide differentiated economic exposure beyond the public markets. These investments are generally available to accredited and qualified investors and often involve distinct liquidity profiles, time horizons, and risk considerations.
Each opportunity undergoes careful diligence and is assessed within the broader context of a client’s financial plan, liquidity needs, and long-term objectives. Our discipline remains rooted in alignment — ensuring that private market allocations support generational planning, capital preservation priorities, and a comprehensive wealth management framework rather than isolated investment themes.
Types of Structured Products
High Yield Income Notes
Conservative Income Notes
High Yield Income Notes
High Income:
The following describes a general example of how this category of note functions.
This structure combines a bond component with an options derivative to offer downside protection and annualized returns in the form of coupons.
The payout may provide higher income than you would generally get from a CD, treasury bill, bonds
High Income:
The following describes a general example of how this category of note functions.
This structure combines a bond component with an options derivative to offer downside protection and annualized returns in the form of coupons.
The payout may provide higher income than you would generally get from a CD, treasury bill, bonds etc.
The bond component determines the maturity date. Investors who hold the note to maturity receive returns according to the final terms and conditions.
*** This information is for educational purposes only and is not a solicitation or recommendation to buy or sell any security. Structured notes are issued by third-party financial institutions and involve risks, including the potential loss of principal. Terms vary by issuer and market conditions, and these illustrations are provided only as general examples. Structured notes are complex instruments and may not be suitable for all investors. To receive actual more information about note offerings, please join our email list.
Growth Structured Note
Conservative Income Notes
High Yield Income Notes
Growth of Principal:
The following describes a general example of how this category of note functions.
This structure uses a zero-coupon bond paired with an options component to provide defined downside protection while offering leveraged exposure to a selected index or sector (such as Oil, Energy, or AI).
There are no Income payments th
Growth of Principal:
The following describes a general example of how this category of note functions.
This structure uses a zero-coupon bond paired with an options component to provide defined downside protection while offering leveraged exposure to a selected index or sector (such as Oil, Energy, or AI).
There are no Income payments throughout the life of the note—returns are determined at maturity.
Depending on final index performance relative to its protection range, investors may receive an enhanced payout or a return of principal, subject to the terms of the note.
*** This information is for educational purposes only and is not a solicitation or recommendation to buy or sell any security. Structured notes are issued by third-party financial institutions and involve risks, including the potential loss of principal. Terms vary by issuer and market conditions, and these illustrations are provided only as general examples. Structured notes are complex instruments and may not be suitable for all investors. To receive actual more information about note offerings, please join our email list.
Conservative Income Notes
Conservative Income Notes
Conservative Income Notes
Principal Protection:
The following describes a general example of how this category of note functions.
Access regular income at rates often higher than CDs or bonds, with large downside protection tied to three major indices (common indices may include SPY, NDX, and RUT).
This structure is designed for investors seeking enhanced yield w
Principal Protection:
The following describes a general example of how this category of note functions.
Access regular income at rates often higher than CDs or bonds, with large downside protection tied to three major indices (common indices may include SPY, NDX, and RUT).
This structure is designed for investors seeking enhanced yield without taking on full equity market risk.
The payout may provide higher income than you would generally get from a CD, treasury bill, bonds etc.
*** This information is for educational purposes only and is not a solicitation or recommendation to buy or sell any security. Structured notes are issued by third-party financial institutions and involve risks, including the potential loss of principal. Terms vary by issuer and market conditions, and these illustrations are provided only as general examples. Structured notes are complex instruments and may not be suitable for all investors. To receive actual more information about note offerings, please join our email list.