FINANCIAL_SERVICESONGOING

City Portfolio Performance Report by Dana Investment

Dana Investment Advisors reported on the City of Brookfield’s investment portfolio under its management, highlighting continued outperformance versus the 1‑year U.S. Treasury index benchmark. The committee received the report for information only and took no new contract action.

Status
ONGOING
Document date
July 21, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Dana Investment Advisors
Agency
City of Brookfield · WI

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Since 2003; performance through June 2026 discussed
Renewal
Long-term investment management relationship in place since 2003; no new renewal or amendment noted in these minutes.
Document type
Minutes
Source document
City of Brookfield Finance Committee Minutes 2026-07-21

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Brookfield?

Dana Investment Advisors was awarded this financial services contract by City of Brookfield, as recorded on July 21, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in City of Brookfield Finance Committee Minutes 2026-07-21 (Minutes), dated July 21, 2026 from City of Brookfield. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Dana Investment Advisors hold?

Dana Investment Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Dana Investment Advisors's profile

What is City of Brookfield currently buying?

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