You Have A Vision. We Have A Way To Get You There.

  • Schedule A Call With A PM

    Would you like to learn more about the Dana Large Cap Equity, Small Cap Equity or Epiphany ESG Equity mutual funds? It would be our pleasure to set up a call between you and a portfolio manager on our equity team.

  • Read Our Latest Insights

    Dana’s blog is aimed at providing our readers with research, market and data insights on ESG, large cap and small cap investments. Read our latest thought leadership in our blog library.

  • Explore Dana's Investment Process

    Dana’s Limiting Risk: How Does a Seasoned Portfolio Management Team Approach Equity Investing? Download our Process Overview Presentation and learn more about our other portfolio construction methodologies.

Welcome to Dana Investment Advisors

Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service. Founded in 1980 by Mike Dana, a Midwest native and experienced financial manager, 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 of delivering exceptional results while nurturing longstanding client relationships, are a testament to these values in action. We invite you to get to know us and learn how we may be of service to you and yours.

We believe our risk-controlled portfolio construction is a differentiating factor in protecting our clients’ assets.

  • Large Cap

    The Large Cap Equity Fund holds a diversified portfolio of approximately 50 to 55 U.S. large cap stocks. The Fund seeks to remain sector neutral to the S&P 500 Index and to add alpha through stock selection. This strategy has been utilized by Dana Investment Advisors in institutional products since 1999.

  • Small Cap

    The Small Cap Equity Fund holds a diversified portfolio of approximately 60 to 65 U.S. small cap stocks. The Fund seeks to remain sector neutral to the Russell 2000 Index and to add alpha through stock selection. This strategy has been utilized by Dana Investment Advisors in institutional products since 1999.

  • Resources

    Fact sheets, due diligence materials, applications and forms for current and prospective investors.

Reasons to Invest With Dana

  • Focus On Security Selection

    Using an approach of quantitative modeling and fundamental research that has been employed by Dana Investment Advisiors in institutional products since 1999, the advisor selects securities designed to generate alpha over the long term.

  • Repeatable Investment Process

    The investment process seeks to mitigate volatility utilizing several strategies including, but not limited to, sector-neutral weighting, equally weighted positions within sectors, and a maximum position size of 4%.

  • Firm Pedigree & History

    Dana Investment Advisors was founded in 1980, is employee-owned, and manages $7.4 billion as of March 31, 2018. The firm has never wavered from our goal of providing above market returns while reducing volatility for our clients.

Building Trusting Relationships

  • Heritage

    Since our founding in 1980, Dana has remained independent and employee-owned. Our investment firm is built on trust, integrity and professional experience.

  • Quality

    We strive to provide personalized client service and are uncompromising in our efforts to deliver superior results to clients.

  • Expertise

    Dana has assembled an investment team with diverse, specialized knowledge. We are adept at navigating challenging market environments and developing customized solutions.

  • Consistency

    We implement a uniform investment process designed to minimize volatility and improve consistency of returns. We seek repeatable and predictable results to most effectively grow wealth.