Who we are

  • 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.

Who we serve

What we do and why we do it? Those two questions can be answered by the people that have trusted the management of their assets to Dana. We are fortunate to have clients that value our time-tested strategies, dedicated service and mission alignment.
  • Consultants

    We provide global and regional institutional Consultants and many Wealth Advisors with what we believe to be best-in-class, actively managed equity and fixed income strategies.

  • Corporations

    We work with Corporate Executives including CEOs, CFOs and CIOs to set investment guidelines, manage pension and 401k plans, and address cash management and structured product needs.

  • Nonprofits

    We serve a wide variety of nonprofit entities including foundations, endowments, hospitals and religious organizations, providing them with advisory services and best-in-class mission-aligned, equity, fixed income and balanced strategies.

  • Families

    We work with individuals and their families to achieve lifetime financial goals. From educational and retirement aspirations to multigenerational needs of single family offices, we are committed to providing the best service and solutions over lifetimes.

Our Responsibilities

Our business is built on trust, and with trust comes responsibility. As fiduciaries, we have a responsibility to act in the best long-term interests of our clients. We promise to be transparent in our investment process, proactive in our communication and accessible in times of need. Our independence has supported an environment where client interests come first.

We also have a responsibility to our employees, knowing that excellence in performance and client service depends upon our ability as a team to go that extra mile. To this end we remain committed to providing the best workplace environment. We are proud to be a multiple-time winner of the Pensions and Investments Best Places to Work Award.