Building Trusting Relationships

HERITAGE

Since our founding in 1980, Dana has remained independent and employee-owned.
Our investment firm is built on trust, integrity and professional experience.

QUALITY

We strive to provide personalized client service and are uncompromising in our efforts to deliver superior results to clients.

EXPERTISE

Dana has assembled an investment team with diverse, specialized knowledge. We are adept
at navigating challenging market environments and developing customized solutions.

CONSISTENCY

We implement a uniform investment process to minimize volatility and improve consistency of returns. We seek repeatable and predictable results to most effectively grow wealth.

1980

Dana Investment Advisors was founded by Mike Dana.

1983

Surpassed $50 million AUM

1985

Dana was incorporated and became a SEC registered investment advisor.

1985

Surpassed $100 million AUM

1986

Municipal Bond strategy was launched.

1988

Surpassed $250 million AUM

1991

Mark Mirsberger joined Dana Investment Advisors.

1991

Surpassed $500 million AUM

1994

Joe Veranth joined Dana Investment Advisors.

1993

Surpassed $1 billion in AUM

1995

Intermediate Bond strategy was launched.

1996

Mike Stewart joined Dana Investment Advisors

1999

Duane Roberts, Director of Equities, hired and developed the Dana equity process. Mark Mirsberger named COO

1999

Large Cap & Small Cap strategies launched.

2000

SRI Equity and Catholic strategies were launched.

2002

Surpassed $2 billion AUM

2001

Large Growth and Value strategies were launched.

2003

Mark Mirsberger named CEO

2010

Dana Large Cap Equity Fund was launched. Majority ownership is transferred from Mike Dana to a group of senior employees lead by Mark Mirsberger, Joe Veranth, Mike Stewart, and Duane Roberts.

2011

Surpassed $3 billion AUM

2011

Mike Dana formally retires.

2013

Surpassed $4 billion AUM

2014

Surpassed $5 billion AUM

2015

DLCEX surpassed $100 million in AUM

2015

Dana Small Cap Equity Fund was launched

2015

Surpassed $6 billion AUM

2016

Moved into new headquarters with environmentally efficient lighting and state of the art technology