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FINANCIAL_SERVICESAPPROVED

City of Oconomowoc Common Council Agenda Packet May 19 2026

City Pays DANA for Quarterly Investment Advisory

$3,881.63Town of OconomowocDANA INVESTMENT ADVISORS INCMay 19, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The City of Oconomowoc paid DANA Investment Advisors Inc $3,881.63 for investment advisory services for the period April 1 through June 30, 2025. This is part of an ongoing portfolio management engagement.

Contract Details

Contract Amount

$3,881.63

Vendor

DANA INVESTMENT ADVISORS INC

Agency

Town of Oconomowoc, WI

Contract Type

FINANCIAL_SERVICES

Document Date

May 19, 2026

Contract Term

04/01–06/30/2025 (per invoice)

Renewal Date

2025-06-30

Renewal Info

Invoice specifies advisory services for 04/01–06/30/2025, implying a recurring quarterly renewal structure.

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