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Investment Management Services in Wisconsin

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.

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    10 - 49
  • Locations
    Waukesha, WI
  • Year founded
    Founded 1980

1 Locations

  • Waukesha , WI

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    Pricing Snapshot

    Min. project size Undisclosed
    Avg. hourly rate Undisclosed
    Rating for cost 4.5 /5

    Most Common Project Size

    > $200,000 based on 1 review
    < $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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    Highly Rated Similar Providers

    Overall Review Rating

    5.0
    • Quality

      4.0 /5
    • Schedule

      4.0 /5
    • Cost

      4.5 /5
    • Willing to Refer

      5.0 /5
    See all 1 Reviews

    Dana Investment Advisors Reviews

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    Investment Consulting for Small Business

    • Accounting Financial Advising & Planning
    • $1,000,000 to $9,999,999
    • Apr. 2022 - Ongoing
    5.0
    Quality
    4.0
    Schedule
    4.0
    Cost
    4.5
    Willing to Refer
    5.0

    "They have good investment ideas."

    Apr 29, 2022
    IT Specialist, Small Business
    Anonymous
    • Other industries
    • Philadelphia, Pennsylvania
    • 1-10 Employees
    • Survey Response

    Dana Investment Advisors is a service company’s investment partner.

    Showing 1-1 of 1 Reviews

    Locations (1)

    20700 W Swenson Drive WaukeshaWI, United States 53186

    10 - 15

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