December 13 , 2021





Dana Investment Advisors 

Headquarters: Waukesha, Wis.
AUM: $7.4 billion as of June 30
Employees: 46

In their own words: 

“Dana Investment Advisors is a best place to work because of the strong family culture they’ve built and maintained since inception. The company strives to be creative and generous in doing all it can for employees, so employees remain at Dana to do all they can for its clients. The company has consistently added talented professionals and experienced virtually zero turnover. Creating an environment that employees value as the ‘best’ takes work and Dana’s leadership understands the benefits of it and therefore is keenly focused on maintaining this type of environment and culture.”


3 cool things: 
     • Pays 100% of health-care, dental and vision premiums for employees and dependents and also offers a health reimbursement plan that pays 100% of the first 80% of plan deductibles. 
     • 401(k) plan has an integrated profit-sharing contribution in which the company contributes 15% of all employee wages up to IRS limits. 
     • Maintains an internship program focused on educating and training an ethnically diverse group of students from several MBA and applied security analysis programs.

Employees say:
     • “Paying 100% of employees’ health-care premiums is virtually unheard of these days, so this is an extraordinarily valuable ‘perk’ at Dana that is never taken for granted.”
     • “The firm provides great opportunities to be successful in reaching personal and corporate goals. It provides the resources, technology, and professional expertise to be successful and make a substantial contribution to the firm.”
     • “My guess is that the people at the very top of the organization are giving up economics that they don’t have to in order to provide more benefits to employees. This is rare in the investment management industry.”

GAME NIGHT: During Dana’s Virtual Holiday Party, staffers enjoyed playing the game Blank Slate, which was given to each employee to enjoy with their family during the holidays. 

Profiles written by Rick Baert, Erin Chan Ding, Suzanne Cosgrove, Julie Tatge and Trilbe Wynne.

Reprinted with permission from Pensions & Investments. © 2021 Crain Communications Inc. All rights reserved. Further duplication without permission is prohibited. Click here to read more about Pensions & Investments 2021 Best Places to Work in Money Management.