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 an 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 were 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 retired.
2013
Surpassed $4 billion AUM
2014
Surpassed $5 billion AUM
2015
Dana Small Cap Equity Fund was launched
2015
Surpassed $6 billion AUM
DLCEX surpassed $100 million in AUM
2016
Moved into new headquarters with environmentally efficient lighting and state of the art technology
2016
Surpassed $7 billion AUM
