15800 Bluemound Rd., Suite 250
Brookfield, WI 53005
1-800-765-0157

CLIENTS WE SERVE

Dana Investment Advisors, Inc. looks to always maintain valued relationships with its clients and to meet their investment objectives and goals. Dana's short-term goal is to consistently provide out clients with the industry's top performance and client servicing. Dana's long-term goal is to build the infastructure around the current set of investment professionals, and to continue to bring in the industry's best professionals that add value to the investment process and continuity of the firm for its clients

Dana manages funds for a variety of institutional clients, both public and private. In addition to municipalities, corporation, and foundations, Dana provides a high level of service to high net worth clients, in both taxable and non-taxable accounts.

Dana takes into consideration the long-term negative effects of income taxes and inflation on our client's taxable as well as tax exempt portfolios. Further, the understanding of a client's complete financial situation today, and in the years to come is critical to the future success of any investment strategy. To this end, Dana endeavors to work with our client's other advisers, which may include: attorneys, accountants and agents; in designing a comprehensive wealth management investment strategy. Diligence in crafting an appropriate investment strategy, flexibility to adapt the strategy to market changes, and the courage to aid client's in following through with sound investment advice are all strengths of Dana's Wealth Management Services.