Irving, TX Office

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.