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

WEALTH MANAGEMENT

Dana Investment Advisors, Inc. provides comprehensive wealth management investment advisory services. Our Wealth Management Clients are in one of three financial phases: wealth accumulation, wealth distribution, and wealth preservation. The types of investments held during each phase, as well as the strategies employed, will differ greatly among individual clients. Dana's offers a breadth of advisory strategies with independence in respect to individual securities, helping ensure truly customized portfolios designed to continually meet changing client needs. The following are common issues that Dana addresses in each wealth management client's investment strategy:

Cash Management
Risk Management
Accumulation Goals
Distribution Needs
Estate Planning

Each account is individually managed to a client's investment Policy Statement (IPS). Regulatory requirements are included as part of a client's IPS. In addition, each client account fills out our company "Acceptance Form" which both the client and Portfolio Manager must authorize. This form provides a valuable feedback loop for the portfolio manager and client to indicate any regulatory issues that may be evident with the client's portfolio.