Dana is an employee-owned investment manager based in Waukesha, WI. Dana’s Limited Volatility Bond Strategy seeks to produce a higher yield and a lower level of risk than other high quality, short duration investment alternatives. We utilize adjustable and floating rate securities in addition to fixed rate securities to build a portfolio with less interest rate risk and better cash flow. Our process begins by understanding specific client objectives including income needs, time horizons, tax considerations, and credit restrictions. We actively manage portfolios to incorporate these goals while providing consistent long-term portfolio returns.
Contact Information:
Dave Mazza
davem@danainvestment.com
262-780-6086
Ellen Roberts
ellen@danainvestment.com
414.217.4430
www.danainvestment.com