Dana Overview

As an Asset Management firm, we work with clients in a variety of ways, much of which is driven by client needs. We actively manage several US equity, fixed income and blended strategies ranging from large to small cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of our investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Our Wealth Management team advises clients seeking a holistic view of their investment portfolio, including asset allocation, portfolio management, retirement planning and more.