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Wauwatosa committee approves Dana Investments contract to manage a slice of city portfolio
Summary
The Financial Affairs Committee voted unanimously to add Dana Investment Advisors as a non‑discretionary manager for a portion of Wauwatosa’s reserves, with an initial proposed allocation of $5 million and a fee schedule starting at 20 basis points.
The Wauwatosa City Financial Affairs Committee on March 17 approved a staff recommendation to hire Dana Investment Advisors to manage a portion of the city’s investment portfolio.
Finance staff presented the proposal and introduced Dana representatives Dave Mazza and Matt Slowinski, who said the firm would provide an actively managed, limited‑volatility product designed to complement the city’s existing buy‑and‑hold fixed‑income…
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