Our Clients

What we do and why we do it? Those two questions can be answered by the people that have trusted the management of their assets to Dana. We are fortunate to have clients that value our time-tested strategies, dedicated service and mission alignment.

We are proud to serve many different clients:

We provide global and regional institutional Consultants and many Wealth Advisors with best-in-class, actively managed equity and fixed income strategies.

We work with Corporate Executives including CEOs, CFOs and CIOs to set investment guidelines, manage pension and 401k plans, and address cash management and structured product needs.

We serve a wide variety of nonprofit entities including foundations, endowments, hospitals and religious organizations, providing them with advisory services and best-in-class mission-aligned, equity, fixed income and balanced strategies.

We work with a large number of municipalities across the country and understand their legal and funding issues, constraints, asset/liability matching needs and more.

We work with individuals and their families to achieve lifetime financial goals. From educational and retirement aspirations to multigenerational needs of single family offices, we are committed to providing the best service and solutions over lifetimes.