Mr. Lindner is Director of Credit Union Business Development. He has more than 20 years of industry experience.
Edward serves as a portfolio manager for Madison's Fixed Income Team.
Rob Roquitte, CFA, is actively involved with investment strategy on both equity and fixed income portfolios.
Mindi Endres serves as an Operations Manager of the firm’s Managed Account Program (MAP) and has been in the financial industry since 2000.
Phillip Waara, CIPM, serves as an Client Portfolio Manager on Madison’s Customized Investment Solutions group and Multi-Asset Solutions team.
A comprehensive balance sheet risk and needs assessment provides the foundation of our customized investment solutions.
Each portfolio is constructed to operate within a client’s asset liability management and investment policy guidelines.
We complement these services with ongoing monthly and quarterly reporting (to support portfolio accounting) and portfolio account reviews.
Clients also receive direct access to our portfolio managers to answer investment questions and assist with continuing education.
“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.