County Investment Report Lists Dana as Manager
- Disclosed value
- $7,860,694 managed balance
- From agendapacket
- Document date
- Oct 21, 2026
- Term
- September 2026 investment report
The 30-second brief
Oneida County’s September 2026 investment report lists Dana Investment Advisors as managing approximately $7.86 million in County funds. The account held short-term investment-grade fixed-income securities.
Dana Investment Advisors holds this financial services contract with Oneida County. Its other public contracts on record include work for City of Mequon and Thiensville village.
Term as filed: September 2026 investment report.
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Contract details
- Contract type
- Financial Services
- Amount
- $7,860,694 managed balance
- Document date
- October 21, 2026
- Term
- September 2026 investment report
- Vendor
- Dana Investment Advisors
- Agency
- Oneida County
- Source document
- Oneida County AgendaPacket Executive Committee Meeting 2026-10-21 (AgendaPacket)
Dana Investment Advisors's other public contracts
More Oneida County contracts
Questions about this contract
Who was awarded the financial services contract by Oneida County?
Dana Investment Advisors was awarded this financial services contract by Oneida County, as recorded on October 21, 2026. The contract value is $7,860,694 managed balance.
How much is the Dana Investment Advisors contract with Oneida County worth?
The Dana Investment Advisors contract with Oneida County is valued at $7,860,694 managed balance, covering financial services work.
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 Oneida County AgendaPacket Executive Committee Meeting 2026-10-21 (AgendaPacket), dated October 21, 2026 from Oneida County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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.
What is Oneida County currently buying?
Explore Oneida County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.