Fixed Income Strategies

Balanced Strategy

Dana’s Balanced Strategy is a diversified portfolio of our fixed income and equity strategies designed to provide income while preserving and growing capital. Portfolio asset allocations are actively managed based on client specific objectives including income needs, time horizons, and risk tolerances. Our investment team manages the allocation, given the current market environment, blending our best investment ideas to deliver a portfolio with income and growth of capital for clients.

We seek to deliver consistency through our process of risk management, security selection and portfolio positioning to meet client investment goals of attractive long-term returns with moderate volatility.

Growth of $10,000,000
Inception Date: 1/1/2012

Asset Class: Moderate Allocation
Inception Date: January 1, 1992
Number of Holdings: 50-75
Strategy AUM: $284M