Two-time Manager of the Year selects Havener Capital Partners
Waukesha WI – (May 31, 2018) – Dana Investment Advisors (“Dana”) recently announced their 2018 Asset Manager of the Year for the category U.S. Equity Large Cap at the Envestnet | PMC Advisor Summit 2018 held by Envestnet and Investment Advisor. The firm is also announcing their partnership with third party marketing firm Havener Capital Partners. Havener will spearhead the sales and marketing effort of Dana with a focus on their mutual funds.
Dana Investment Advisors is an employee-owned firm that was founded in 1980 and currently advises on $7.4 billion in assets as of 3/31/18. The Firm was built on the belief that adhering to a defined investment process allows its professionals to focus on the fundamentals of consistent outperformance through security selection with the goal of providing above market returns while reducing volatility.
This is the second time the Large Cap Equity team at Dana Investment Advisors has been presented with this award. To qualify for the award, a management team must have at least three years of experience running a strategy with over $200 million in assets, and the strategy must be available to advisors on the Envestnet/PMC platform. Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
Havener Capital Partners is in the process of redesigning Dana’s mutual fund marketing materials and website with the goal of providing investors and prospects an expanded suite of due diligence information as well as offering market insights through Dana’s thought-leadership. The mutual funds are a newer initiative for the 38-year-old firm and Havener provides a strong foundation for growth.
“Our separate accounts, including the award-winning Large Cap Strategy, are the flagship vehicles of our firm primarily created for institutional investors,” said Mark Mirsberger, chief executive officer. “We launched our mutual funds to provide access to these strategies in additional structures that serve our other client partners. Havener’s expertise and relationships are a great match for our firm and the types of investors we serve.”
Stacy Havener, CEO of Havener Capital Partners added, “Active management is still important to many RIAs and family offices. Our team wholeheartedly believes in Dana’s unique investment process and the experience they’ve delivered to their investors, especially during times of market stress. With their recent Envestnet award, it’s nice to see the industry taking notice. We’re proud to be Dana’s partner on their mutual funds.”
About Dana Investment Advisors
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
Founded in 1980 by Mike Dana, a Midwest native and experienced financial manager, Dana originally served many business owners and their employees. These entrepreneurial roots still run deeply within our firm today. Dana remains an independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever go out of style. Our history of delivering exceptional results while nurturing longstanding client relationships, are a testament to these values in action.
About Havener Capital Partners
Havener Capital Partners LLC is a sales and marketing agency representing undiscovered mutual funds. Havener Capital Partners is based in Newport, RI. More information is available at: www.havenercapital.com.
Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 01284; T:781-535-6083