Dana's Limited Volatility I strategy and securities mix is unique. We use primarily government and government agency backed, high yield, variable or floating rate securities as an integral part of our portfolios. These securities have coupon rates often in excess of other government and most corporate high-grade bonds. The automatic adjustment features of these unique securities soften interest rate volatility. This strategy requires less emphasis on interest rate anticipation than most traditional styles of fixed income management. We believe that utilizing these high-quality, variable rate bonds allow us to achieve our clients' investment objectives with little of the normal associated credit and interest rate risk.

Dana's Limited Volatility I strategy has performed similarly to indices with durations as long as the Merrill Lynch 1 - 3 year Treasury Index, with significantly less risk. This type of exceptional performance has earned this strategy national recognition in Pension and Investments magazine as being one of the top ten performing Limited Volatility strategies for the past 5 years.

This strategy is ideal for those seeking high current income with limited price volatility. It is an excellent strategy for cash reserves, operating assets, and funded depreciation accounts. It is also excellent for protecting Balanced Equity portfolios against rising interest rates.