About Us Our Services Insights Resources Contact Stay Informed OUR SERVICES OVERVIEW As an Asset Management firm, we work with clients in a variety of ways, much of which is driven by client needs. We actively manage several US equity, fixed income and blended strategies ranging from large to small cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of our investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Our Wealth Management team advises clients seeking a holistic view of their investment portfolio, including asset allocation, portfolio management, retirement planning and more. Limited Volatility LEARN MORE Large Cap Equity LEARN MORE Small Cap Equity LEARN MORE Municipal Bond Strategy LEARN MORE Intermediate Bond Strategy LEARN MORE Social ESG Bond Strategy LEARN MORE Large Cap Value Equity LEARN MORE Preferred Income Strategy LEARN MORE Large Cap Growth Equity LEARN MORE All Cap Equity LEARN MORE Carbon Sensitive Equity LEARN MORE Catholic ESG Equity LEARN MORE Social ESG Equity LEARN MORE Concentrated Dividend Equity LEARN MORE Balanced Strategy LEARN MORE Catholic ESG Small Cap Equity LEARN MORE Unconstrained Equity LEARN MORE Want to learn more about our services? CONTACT US © 2021 DANA INVESTMENT|PRIVACY POLICY