Dana Investment Advisors is honored to serve institutional and individual clients both directly and through numerous Investment Consultants and Financial Advisors. Clients and Consultants can contact us at 1-800-765-0157 to establish direct relationships or they can access many of our Strategies through the following separate account platforms and sub-advised mutual funds:
Separate Account Platforms
B.C. Ziegler and Company
Envestnet Asset Management
Fifth Third Bank
Ladenburg Thalmann Asset Management
Lockwood
LPL Financial
Morgan Keegan
Mount Yale ICG
NBC Securities
Placemark Investments
PNC Managed Investments
RBC Wealth Management
Rehmann Capital Advisory
Schwab Access
Schwab Marketplace
UBS Financial
US Bank
Mutual Funds
Dana Large Cap Core Fund
Epiphany FFV Fund
Epiphany Focused Fund
Epiphany Strategic Income Fund
