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Dana Investment Advisors  Logo
15800 Bluemound Rd., Suite 250
Brookfield, WI 53005
1-800-765-0157
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For over 28 years, Dana Investment Advisors has achieved success by being able to provide above market returns with our lower than average risk in all of our investment strategies. Our philosophy is built around the fact that the markets are not 100% efficient and that value can be found in the marketplace.
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At Dana we realize that success does not mean "Timing the Market", but "Time in the Market". Our value oriented, disciplined investment process over market cycles leads to equity, fixed income and balanced strategies that:

 
  • Allow our Portfolio Managers and Analysts to utilize their efforts to concentrate on seeking securities with attributes that should add enhanced returns to the portfolio.
  • Follow clear and consistent investment approaches that involve identifying attractive securities, utilizing simulation scenarios for constructing optimal portfolios, while evaluating risk to protect our client portfolios.
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Possibly the most important key to our success is our belief that less is more. We do not allow ourselves to become stifled by endless committees and review boards. Instead, building a smaller staff of the highest quality people allows us to concentrate on one item: managing investment portfolios and maintaining the ability to react quickly to changing market conditions.

 

 
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