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investors: ",[2336,2338],{"type":129,"attrs":2337},{"color":773},{"type":38},{"text":2340,"type":22,"marks":2341},"The firm does not offer robo-advisor tools, self-directed trading platforms, or app-based portfolio construction.",[2342],{"type":129,"attrs":2343},{"color":773},{"type":828,"content":2345},[2346],{"type":18,"attrs":2347,"content":2348},{"textAlign":34},[2349,2355],{"text":2350,"type":22,"marks":2351},"Investors seeking purely passive solutions: ",[2352,2354],{"type":129,"attrs":2353},{"color":773},{"type":38},{"text":2356,"type":22,"marks":2357},"Those who prefer strictly index-based portfolios with minimal manager discretion may find the active-management focus less aligned with their preferences.",[2358],{"type":129,"attrs":2359},{"color":773},{"type":764,"attrs":2361,"content":2362},{"level":766,"textAlign":34},[2363],{"text":2364,"type":22,"marks":2365},"Dana Investment Advisors: Is it secure?",[2366,2368],{"type":129,"attrs":2367},{"color":773},{"type":38},{"type":18,"attrs":2370,"content":2371},{"textAlign":34},[2372],{"text":2373,"type":22,"marks":2374},"Dana Investment Advisors is an SEC-registered investment adviser. It operates under regulatory oversight and a fiduciary standard, uses independent custodians to hold client assets, and maintains safeguards to protect nonpublic personal information.",[2375],{"type":129,"attrs":2376},{"color":773},{"type":18,"attrs":2378,"content":2379},{"textAlign":34},[2380],{"text":2381,"type":22,"marks":2382},"Dana maintains physical, procedural, and electronic safeguards for clients’ nonpublic personal information and notes that employees are trained to keep client information in strict confidence. ",[2383],{"type":129,"attrs":2384},{"color":773},{"type":18,"attrs":2386,"content":2387},{"textAlign":34},[2388],{"text":2389,"type":22,"marks":2390},"It also states that nonpublic personal information is collected to open and administer accounts and meet regulatory obligations, is not sold, and is generally not disclosed to third parties except to process transactions, service accounts, or as required/permitted by law.",[2391],{"type":129,"attrs":2392},{"color":773},{"type":18,"attrs":2394,"content":2395},{"textAlign":34},[2396],{"text":2397,"type":22,"marks":2398},"Client assets are maintained with independent custodians, which provide account statements and trade confirmations. Where assets are held with a brokerage custodian, SIPC coverage (provided by the custodian, subject to SIPC rules and limits) generally protects against brokerage failure – not market losses.",[2399],{"type":129,"attrs":2400},{"color":773},{"type":764,"attrs":2402,"content":2403},{"level":766,"textAlign":34},[2404],{"text":2405,"type":22,"marks":2406},"Dana Investment Advisors: Customer service",[2407,2409],{"type":129,"attrs":2408},{"color":773},{"type":38},{"type":18,"attrs":2411,"content":2412},{"textAlign":34},[2413],{"text":2414,"type":22,"marks":2415},"Dana Investment Advisors delivers customer service through a traditional, advisor-led model, rather than a digital support system. Clients typically interact directly with human advisors and firm staff.",[2416],{"type":129,"attrs":2417},{"color":773},{"type":18,"attrs":2419,"content":2420},{"textAlign":34},[2421],{"text":2422,"type":22,"marks":2423},"In addition to advisor-led interactions, it also provides standard client service channels commonly offered by established advisory firms. ",[2424],{"type":129,"attrs":2425},{"color":773},{"type":18,"attrs":2427,"content":2428},{"textAlign":34},[2429],{"text":2430,"type":22,"marks":2431},"Clients and prospective clients can contact the firm by telephone or email, and Dana maintains physical office locations where in-person meetings may be arranged as appropriate. ",[2432],{"type":129,"attrs":2433},{"color":773},{"type":764,"attrs":2435,"content":2436},{"level":766,"textAlign":34},[2437],{"text":2438,"type":22,"marks":2439},"Dana Investment Advisors: Mobile app",[2440,2442],{"type":129,"attrs":2441},{"color":773},{"type":38},{"type":18,"attrs":2444,"content":2445},{"textAlign":34},[2446],{"text":2447,"type":22,"marks":2448},"Dana Investment Advisors does not offer a dedicated mobile app for clients to manage accounts or interact with the firm.",[2449],{"type":129,"attrs":2450},{"color":773},{"type":18,"attrs":2452,"content":2453},{"textAlign":34},[2454],{"text":2455,"type":22,"marks":2456},"Clients typically access portfolio information, account statements, and transaction details through their independent custodians. At the same time, communication and service needs are handled directly through advisors and firm staff via phone, email, or scheduled meetings.",[2457],{"type":129,"attrs":2458},{"color":773},{"type":18,"attrs":2460,"content":2461},{"textAlign":34},[2462],{"text":2463,"type":22,"marks":2464},"This may feel limiting for investors who expect real-time account access, notifications, or portfolio management through a standalone mobile application.",[2465],{"type":129,"attrs":2466},{"color":773},{"type":764,"attrs":2468,"content":2469},{"level":766,"textAlign":34},[2470],{"text":2471,"type":22,"marks":2472},"Is Dana Investment Advisors worth it?",[2473,2475],{"type":129,"attrs":2474},{"color":773},{"type":38},{"type":18,"attrs":2477,"content":2478},{"textAlign":34},[2479],{"text":2480,"type":22,"marks":2481},"Whether Dana Investment Advisors is worth it depends on your investment goals and the level of service you’re looking for. ",[2482],{"type":129,"attrs":2483},{"color":773},{"type":18,"attrs":2485,"content":2486},{"textAlign":34},[2487],{"text":2488,"type":22,"marks":2489},"For institutional investors and higher-net-worth individuals who meet the firm’s strategy-specific minimums, Dana can be a good fit. ",[2490],{"type":129,"attrs":2491},{"color":773},{"type":18,"attrs":2493,"content":2494},{"textAlign":34},[2495],{"text":2496,"type":22,"marks":2497},"Clients who prefer ongoing relationships with investment professionals, discretionary management options, and traditional service channels may find this model appealing.",[2498],{"type":129,"attrs":2499},{"color":773},{"type":18,"attrs":2501,"content":2502},{"textAlign":34},[2503],{"text":2504,"type":22,"marks":2505},"However, Dana is unlikely to be a good fit for smaller investors, automation-first users, or those seeking low minimums and low costs on digital platforms. ",[2506],{"type":129,"attrs":2507},{"color":773},{"type":18,"attrs":2509,"content":2510},{"textAlign":34},[2511],{"text":2512,"type":22,"marks":2513},"With high minimums and no mobile app or robo-advisor tools, the service prioritizes depth of advice over accessibility or digital convenience.",[2514],{"type":129,"attrs":2515},{"color":773},{"type":764,"attrs":2517,"content":2518},{"level":766,"textAlign":34},[2519],{"text":2520,"type":22,"marks":2521},"Get expert financial advice",[2522,2524],{"type":129,"attrs":2523},{"color":773},{"type":38},{"type":18,"attrs":2526,"content":2527},{"textAlign":34},[2528,2533,2542],{"text":2529,"type":22,"marks":2530},"If you need expert financial advice, Unbiased can ",[2531],{"type":129,"attrs":2532},{"color":773},{"text":2534,"type":22,"marks":2535},"match you with a financial advisor",[2536,2538,2540],{"type":31,"attrs":2537},{"href":1346,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":2539},{"color":773},{"type":2541},"underline",{"text":2543,"type":22,"marks":2544}," who will help you manage your money and maximize your investments.",[2545],{"type":129,"attrs":2546},{"color":773},{"_uid":2548,"component":2549,"accordions":2550},"1602d524-52c1-4c08-ab92-d02556562a2c","app-accordion-group",[2551,2640,2656],{"_uid":2552,"text":2553,"title":2638,"component":2639},"aa07dc35-c24f-483a-a221-3c503d0b978f",{"type":15,"content":2554},[2555],{"type":825,"content":2556},[2557,2566,2576,2587,2597,2608,2618,2629],{"type":828,"content":2558},[2559],{"type":18,"attrs":2560,"content":2561},{"textAlign":34},[2562],{"text":2563,"type":22,"marks":2564},"Active, human-led management",[2565],{"type":38},{"type":828,"content":2567},[2568],{"type":18,"attrs":2569,"content":2570},{"textAlign":34},[2571,2575],{"text":2572,"type":22,"marks":2573},"Multi-asset 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As an SEC-registered adviser, Dana is legally required to act as a fiduciary.",[2667],{"type":129,"attrs":2668},{"color":2654},"Is Dana Investments a fiduciary?",[2671],{"_uid":2672,"image":2673,"title":2675,"subtitle":12,"component":2684,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1341,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1342,"copyright":12,"fieldtype":1343,"meta_data":2674,"is_external_url":543},{},{"type":15,"content":2676},[2677],{"type":18,"attrs":2678,"content":2679},{"textAlign":34},[2680],{"text":750,"type":22,"marks":2681},[2682],{"type":129,"attrs":2683},{"color":773},"app-hero",{"name":2686,"created_at":2687,"published_at":2688,"updated_at":2689,"id":2690,"uuid":2691,"content":2692,"slug":2701,"full_slug":2702,"sort_by_date":34,"position":2703,"tag_list":2704,"is_startpage":543,"parent_id":2705,"meta_data":34,"group_id":2706,"first_published_at":2707,"release_id":34,"lang":730,"path":34,"alternates":2708,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":2693,"_uid":2694,"name":2686,"image":2695,"component":2699,"description":2700},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2696,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2697,"copyright":12,"fieldtype":1343,"meta_data":2698,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[2710],{"_uid":2711,"body":2712,"title":2729,"component":2730},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[2713,2717,2721,2725],{"_uid":2714,"href":2715,"text":2716,"component":542,"openInNewWindow":558},"c5bbf4d0-ed57-4cca-8203-7b9cb88fb64e","https://www.unbiased.com/discover/financial-advice/fidelity-investments-review","Fidelity investments review",{"_uid":2718,"href":2719,"text":2720,"component":542,"openInNewWindow":558},"5b9adb9b-7f2d-4004-b8e6-9627f776e7a8","https://www.unbiased.com/discover/financial-advice/gwk-investment-management-financial-advisors","GW&K Investment Management financial advisors ",{"_uid":2722,"href":2723,"text":2724,"component":542,"openInNewWindow":558},"0b11868f-dab0-4ccb-9cc4-98cdedd53d95","https://www.unbiased.com/discover/financial-advice/fisher-investments-financial-advisor","Fisher Investments financial advisor",{"_uid":2726,"href":2727,"text":2728,"component":542,"openInNewWindow":558},"25ae9242-25b8-44c1-b4a4-9aaf83cde82c","https://www.unbiased.com/discover/financial-advice/investment-advisor","What is an Investment advisor?","Related articles","app-links-list",{"_uid":2732,"title":750,"plugin":2733,"og_image":12,"og_title":12,"description":2734,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"d5c4d51b-830b-4351-bd24-3d1a9e2f2d5b","seo_metatags","This Dana Investment Advisors review examines the firm’s advisor-led investment management, active equity and fixed income strategies, wealth management services, fees, and minimum account requirements, helping readers understand how the service is structured and priced.",{"name":2736,"created_at":2737,"published_at":2738,"updated_at":2739,"id":2740,"uuid":2741,"content":2742,"slug":2750,"full_slug":2751,"sort_by_date":34,"position":2703,"tag_list":2752,"is_startpage":543,"parent_id":2705,"meta_data":34,"group_id":2753,"first_published_at":2707,"release_id":34,"lang":730,"path":34,"alternates":2754,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2743,"_uid":2694,"name":2736,"image":2744,"component":2699,"education":2747,"expertise":2748,"description":2749},"Senior Content Writer",{"id":2745,"alt":12,"name":12,"focus":12,"title":12,"filename":2746,"copyright":12,"fieldtype":1343,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Dana Investment Advisors review breaks down the firm’s advisor-led services, costs, minimums, and who its active management approach may suit.",[],"dana-investment-advisors-review","discover/financial-advice/dana-investment-advisors-review",-5480,[],365590167,"6f9581e4-3425-4146-aee8-7aa11da932a8","2026-02-02T13:41:23.165Z",[],{"left":727,"top":727,"width":2769,"height":2769,"rotate":727,"vFlip":543,"hFlip":543,"body":2770},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2772},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2774,2777,2778],{"title":2775,"exact":558,"href":2776},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2779,"disabled":558},"/discover/financial-advice/dana-investment-advisors-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2781},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777711522191]