FINANCIAL_SERVICESONGOING

Dana Continues As City Investment Advisor

Dana Investment Advisors, selected in 2019 through a competitive RFP, continues to provide fiduciary investment advisory services to the City of New Richmond and its utilities. At the June 22, 2026 work session, the firm presented an update on portfolios managed for the City.

Status
ONGOING
Document date
June 22, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Dana Investment Advisors
Agency
Housing Authority of the city of New Richmond · 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
Ongoing engagement since 2019
Renewal
Initial selection via 2019 competitive RFP; term and renewal provisions not detailed in this document but engagement remains active as of June 2026.
Document type
AgendaPacket
Source document
City of New Richmond Council Work Session Agenda Packet 2026-06-22

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Housing Authority of the city of New Richmond?

Dana Investment Advisors was awarded this financial services contract by Housing Authority of the city of New Richmond, as recorded on June 22, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of New Richmond Council Work Session Agenda Packet 2026-06-22 (AgendaPacket), dated June 22, 2026 from Housing Authority of the city of New Richmond. 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 Housing Authority of the city of New Richmond currently buying?

Explore Housing Authority of the city of New Richmond's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Housing Authority of the city of New Richmond's profile

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