Headquarters: Waukesha, Wis.
AUM: $5.6 billion as of June 30
U.S. employees: 61
Years Won: 2012-2024
In their own words:
“Dana Investment Advisors was built on and has maintained a family culture since inception. Dana has always believed doing everything possible for our employees allows us to retain talented employees so they can consistently do everything possible for our clients. A family, an employee-first-based culture helps everyone understand they are a valuable part of a team — and that as a team, they need to support and help each other when others are dealing with challenges. Employees understand we all win when we’re working together to ensure company and client success.”
Three cool things:
- Fosters social culture through annual holiday parties, summer sports game outings as well as celebratory lunches and happy hours. Offers “Blue Jean Fridays” for employees who donate time or money to select charitable causes.
- Covers the full costs of medical, dental and vision premiums for employees and their dependents. Maintains a health reimbursement plan that covers the first 70% of out-of-pocket deductibles and co-payments; promotes health and wellness with in-office amenities such as chair massages, virtual golf as well as free healthy snacks and beverages.
- Contributes 15% of each employee’s eligible wages to a 401(k)/ profit-sharing plan, regardless if the employee makes discretionary contributions.
Employees say:
- “There is no ‘cap’ or limit to what I can do or what I can make. They try to treat us all like family.”
- “The leadership team genuinely cares about the employees, and works to ensure we have the tools and resources to be successful. They also care about providing an environment that provides a healthy work-life balance.”
- “The management recognizes that no two people have the same demeanor, concerns, challenges or strengths. Leaders do their best to bring out the best in each one of us — one at a time.”
