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 endowments, foundations, corporations, family offices, and individuals.
For two decades Dana has been helping our clients meet their investment needs in a manner consistent with their mission, values, and social goals. Our portfolios are built using Dana’s disciplined investment processes which have a long history of explicit incorporation of environmental, social, and governance (ESG) factors. Our strategies address a variety of consensus social issues, and portfolios can be customized to meet many client-specific concerns. We vigorously act on behalf of our clients as active owners of the companies in which we invest through proxy voting, advocacy, and engagement with company management, and assist our clients who wish to exercise their active ownership rights directly. We believe that investors can achieve excellent investment results with portfolios aligned to their values, and our long-term track record supports this belief.
Dana remains an independent, employee-owned enterprise with strong entrepreneurial roots. We believe 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.