Investment Advisor Reviews Village Portfolio Performance
Bayside villageCity · WI- Document date
- May 20, 2025
The 30-second brief
Dana Investment Advisors provided the Village of Bayside Finance & Administration Committee with a 2024 investment portfolio update, reporting strong performance and rising yields. The engagement reflects an ongoing investment advisory relationship with the Village.
Dana Investment Advisors holds this financial services contract with Bayside village. Its other public contracts on record include work for Oneida County and City of Mequon.
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Contract details
- Contract type
- Financial Services
- Document date
- May 20, 2025
- Vendor
- Dana Investment Advisors
- Agency
- Bayside village
- Source document
- bayside-village-agenda-2025-05-20_224.pdf (Agenda)
Dana Investment Advisors's other public contracts
More Bayside village contracts
Questions about this contract
Who was awarded the financial services contract by Bayside village?
Dana Investment Advisors was awarded this financial services contract by Bayside village, as recorded on May 20, 2025.
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 bayside-village-agenda-2025-05-20_224.pdf (Agenda), dated May 20, 2025 from Bayside village. 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.
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What is Bayside village currently buying?
Explore Bayside village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.