Founded in 1980 by Mike Dana, a Midwest native and experienced investment professional, Dana originally served many business owners and their employees. These entrepreneurial roots still run deeply within our firm today. Dana remains an independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever go out of style. Our history and growth are a testament to our leadership, employees and clients.
2010s
FirmStrategiesAUM
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2019
Unconstrained Equity Strategy and Dana Epiphany ESG Equity Fund are launched -
2016
Surpassed $7 billion AUM -
2016
Moved into new headquarters with environmentally efficient lighting and state of the art technology -
2015
Dana become UN PRI Signatory and launches the Small Cap Equity Fund -
2015
DLCEX Surpassed $100 million in AUM -
2015
Surpassed $5 billion AUM -
2012
Concentrated Dividend and Carbon Sensitive strategies are launched -
2011
Social ESG Bond Strategy is launched -
2011
Mike Dana formally retired -
2010
Large Cap Equity Fund and Preferred Income Strategy are launched -
2010
Majority ownership is transferred from Mike Dana to a group of senior employees led by Mark Mirsberger, Joe Veranth, Mike Stewart, and Duane Roberts