FINANCIAL_SERVICESONGOING

Dana Investment Advisors Provides Ongoing Asset Management

Dana Investment Advisors continues to manage a portion of the pension plan’s assets, with quarterly investment management fees recorded for FY2023-24 and FY2024-25. The firm provides ongoing portfolio management and quarterly performance reporting.

Status
ONGOING
Document date
May 20, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Dana Investment Advisors
Agency
City of Vero Beach · FL

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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
Renewal
Accounts payable show recurring quarterly fees for Q3 CY24 and Q3 CY25, suggesting a standing investment management agreement renewed or continuing across fiscal years.
Document type
Agenda
Source document
City of Vero Beach Police Officers' Pension Plan & Trust Fund Board of Trustees Quarterly Meeting Agenda 2026-05-20

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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 Vero Beach?

Dana Investment Advisors was awarded this financial services contract by City of Vero Beach, as recorded on May 20, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Vero Beach Police Officers' Pension Plan & Trust Fund Board of Trustees Quarterly Meeting Agenda 2026-05-20 (Agenda), dated May 20, 2026 from City of Vero Beach. 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 Vero Beach currently buying?

Explore City of Vero Beach's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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