Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. is a SEC-registered, independent investment management firm headquartered in Waukesha, Wisconsin. Founded in 1980, and registered with the SEC since 1985, Dana is 100% employee-owned, with principal owners including Mark R. Mirsberger and Jerome (Joe) Veranth. Dana manages billions in assets for both high-net-worth individuals and a broad range of institutional clients such as pension plans, Taft Hartley plans, unions, banks, insurance companies, public sector entities, corporations, and foundations. The company employs dozens of professionals spanning senior management and portfolio management. Dana focuses exclusively on providing investment supervisory services and portfolio management, and does not offer financial planning services.
Investment Strategy
Dana Investment Advisors specializes in active management across equity, fixed income, and balanced portfolios, tailored primarily to U.S. institutional and high-net-worth individual clients. The firm employs a rigorous, research-driven approach, seeking to deliver competitive returns while managing risk through diversification and high credit quality. Strategies include municipal bond, unconstrained equity, and sector-specific portfolios; investment decisions are guided by individualized client objectives. Dana’s focus is on consistency, capital preservation, and long-term outperformance through disciplined analysis and asset allocation.
Top Holdings
Equity Positions (533)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.70% | $142.1M | 285,610 | $139.16 | $497.41 | +$36.3M |
A AAPL | APPLE INC | 4.09% | $123.7M | 602,990 | $81.70 | $205.17 | -$15.1M |
N NVDA | NVIDIA CORPORATION | 3.86% | $116.6M | 738,236 | $47.11 | $157.99 | +$33.9M |
A AMZN | AMAZON COM INC | 2.11% | $63.7M | 290,566 | $90.89 | $219.39 | +$7.3M |
M META | META PLATFORMS INC | 1.93% | $58.4M | 79,059 | $278.26 | $738.09 | +$12.1M |