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15800 Bluemound Rd., Suite 250
Brookfield, WI 53005
1-800-765-0157
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OUR PHILOSOPHY |
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| Since the firm's founding
in 1980, Dana's goal has been to provide our clients
with long-term above average returns consistent
with the risk level assumed. We are dedicated to
helping our clients achieve their financial goals.
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| To protect our clients'
long term interests, all of our investment strategies
maintain a disciplined fundamental approach. We
believe in the long term attractiveness of our disciplined
strategies and believe our investment portfolios
will avoid unnecessary risk by avoiding market timing,
momentum plays and financial fads. |
| Dana's investment strategies
are designed with specific objectives and risk controls
and are based on proven investment principals. We
base our investment decisions on strong fundamentals,
such as relative value, earnings growth and credit
worthiness. Rather than timing the market, we believe
it is possible to bring added value to our portfolios
by buying right the first time and remaining fully
invested in what we believe to be the best securities
at the best prices. |
| While protecting and
enhancing the investment portfolios of our clients,
we honor the trust that has been placed in our hands.
Protecting that trust with corporate integrity,
diligence and dedication to our disciplined strategies
is of utmost importance to Dana's investment professionals.
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