Brookfield, WI Office
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Dana Investment Advisors Inc
Multi-team
Firm-wide stats for Dana Investment Advisors Inc
About
Dana Investment Advisors manages roughly $6.1 billion for a broad mix of individual and institutional clients, including high‑net‑worth individuals, qualified retirement plans, Taft‑Hartley and union plans, banks and credit unions, insurance companies, and public sector entities. The firm provides discretionary and non‑discretionary portfolio management across separate accounts, model‑based and UMA programs, wrap arrangements, and wealth management services.
Dana’s investment process combines relative‑value and concentrated equity approaches (including mid‑cap, small‑cap, SMID, and unconstrained strategies) with fixed‑income strategies that emphasize credit quality and current income, and it integrates ESG and faith‑based screening where clients request it. The firm distributes its strategies through multiple channels—third‑party model and UMA sponsors, wrap platforms, and pooled investment vehicles—and it accepts performance‑based fee arrangements for certain accounts while employing trade aggregation and rotation policies to manage allocation and execution conflicts.
Noteworthy aspects include an atypical institutional client mix for a multi‑team adviser—extending to sovereign wealth funds, banking/thrift institutions, insurance companies, and other investment advisers—and active roles as adviser and sub‑adviser to mutual funds and ETFs that mirror its separate‑account strategies. Dana is employee‑owned with a long operating history and emphasizes investment management and model delivery rather than offering standalone financial planning.
Based on Dana Investment Advisors Inc
Expertise
Based on Dana Investment Advisors Inc
Location
15800 W Bluemound Rd, Suite 250
Brookfield WI 53005
Advisors at this office
3
Advisors at this office
Michael H
CFA®, Series 65
Brookfield, WI
Dana Investment Advisors Inc
Michael Honkamp is a CFA® charterholder with 25 years of industry experience. He has been with Dana Investment Advisors Inc. since 1999 and also maintains a long-term association with Rochambo. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm manages equity and fixed-income portfolios using separately managed accounts, wrap programs, and model-based platforms, with an investment approach that emphasizes relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity.
Michael S
CFA®, Series 63, Series 65
Brookfield, WI
Dana Investment Advisors Inc
Michael Stewart is a CFA® charterholder with 30 years of industry experience. He has been with Dana Investment Advisors, Inc. and Ohio National Life Insurance since 2001. His credentials also include Series 63 and Series 65 licenses. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm emphasizes relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.
Robert L
CFA®, Series 65
Brookfield, WI
Dana Investment Advisors Inc
Robert Leuty is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Dana Investment Advisors, Inc. since 2002. Dana Investment Advisors, Inc. is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, credit unions, insurance companies, and public-sector entities. The firm offers discretionary and non-discretionary equity and fixed-income portfolios, emphasizing relative-value equity selection and fixed-income strategies focused on income, credit quality, and interest-rate sensitivity, while integrating ESG screening and client-directed exclusions.
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