Welcome to Dana Investment Advisors
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
Founded in 1980 by Mike Dana, a Midwest native and experienced financial manager, Dana originally served many business owners and their employees. These entrepreneurial roots still run deeply within our firm today. Dana remains an independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever go out of style. Our history of delivering exceptional results while nurturing longstanding client relationships, are a testament to these values in action.
We invite you to get to know us and learn how we may be of service to you and yours.
NEWS AND EVENTS
Tangible, intangible benefits offer workers a feeling of family and social responsibility
Dana Investment Advisors Inc. is no stranger to Pensions & Investments’ annual Best Places to Work in Money Manangement program. The Brookfield, Wi. based manager is a five-time winner, driven by the close-knit, collaborative culture the firm has created for its 40-plus employees.
Dana Investment Advisors Director of Equities, Duane Roberts, speaks with the Milwaukee Journal Sentinel
“Rather than focus strictly on divesting the stocks of fossil fuel providers, we think it’s equally if not more impactful to encourage the consumers of fossil fuels to move in cleaner directions…”
