Dana Investment Advisors Reports Strong Portfolio Returns

Dana Investment Advisors presented a performance overview of the City of Brookfield’s investment portfolio under its management, highlighting returns that exceed benchmark Treasury indices and an average annual return of 2.6% since 2003. The presentation reflects the City’s ongoing engagement of Dana for professional investment advisory services.

Document date · August 18, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Portfolio under management since 2003

Renewal

Long-term advisory relationship managing the City’s investment portfolio since 2003; renewal terms or contract cycles are not specified in the document.

Document type

AgendaPacket

Source document

City of Brookfield Finance Committee Agenda Packet 2026-08-18

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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 August 18, 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 Brookfield Finance Committee Agenda Packet 2026-08-18 (AgendaPacket), dated August 18, 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.

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