Putting Ourselves in the Shoes of an Advisor, What Can Dana Help Solve for you?
In a crowded field of asset managers, we feel clients deserve a unique partner. This AudioCast with Dana CEO Mark Mirsberger shares what differentiates us, and has made us a valued and trusted partner to many clients for decades. Among other topics, Mark covers:
- The unique elements of our investment process
- Our firm’s history
- Our beginnings in ESG investing … before it was a trend
- The other unique elements that are part of our boutique, entrepreneurial culture