Madison is an independent firm whose distinct style of investing seeks consistent returns through tumultuous markets.

Madison has been an independent, employee-owned firm since 1974, freedom that has helped us hone a distinct style of active management.

We seek to avoid the undue risks of reaching for short-term results by emphasizing restraint and focusing on valuation through full market cycles.

Madison manages approximately $16 billion* in assets for a broad spectrum of clients, including institutions and individuals whose financial landscape involves taxes, funding and regulations.

Our separately managed accounts and investment solutions are complemented by a roster of actively managed mutual funds. These high-conviction, high active share funds provide investors with exposure to segments of the fixed income and equity markets that differentiates from passive index funds.

Like the investments we craft, Madison’s headquarters embodies sustainability. Our award-winning building takes every opportunity to minimize Madison’s carbon footprint and highlight eco-friendly materials.

We work diligently to ensure our products and people uphold the integrity on which Madison was founded.

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Madison’s 100% employee-ownership cultivates a culture of clarity: we want each shareholder to know the goals of our portfolios and why we make each investment. 

We believe that our portfolio managers' goals should align with those of long-term investors. That is why our portfolio managers have meaningful personal capital committed to their own strategies, and senior staff have a significant portion of their own net-worth invested in portfolios managed by Madison. 

  • *All statistics are as of 12/31/18. Gross assets under management and firm statistics are for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc., and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Strategies are implemented by one or more of these affiliates. Refer to each entity’s Disclosure Brochure for more information. 

  • "Participate and Protect®" is a registered trademark of Madison Investment Advisors, reflecting our general investment philosophy. We seek to invest our client assets to participate in market appreciation during bull markets and be protected during bear markets compared with assets invested in more speculative and volatile securities. However, there is no assurance that this expectation will be realized.

  • “Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC, which also includes the Madison Scottsdale office.  Madison Funds are distributed by MFD Distributor, LLC.  Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission.  MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. 

    Madison Investments shares all personnel and resources at their Madison, Wisconsin location. Statistical data is for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc. and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Refer to each entity’s Disclosure Brochure for more information.