Dedicated discretionary and non-discretionary investment advisory services designed to fit credit union balance sheet risk profiles.

Through long-standing partnerships with credit union executives, we understand the unique investment challenges credit unions face. Our experienced credit union investment team becomes an extension of your staff, leveraging our scale and resources to manage your credit union’s portfolio.

Contact Our Team

Madison’s Credit Union Investment Management Team delivers fixed income and equity strategies that address total benefits pre-funding, charitable donation account, and NCUA Part 703 investment needs. We provide clients with objective, fee-based advisory services (commission-free) that fit within their balance sheet risk profiles. 

Our investment advisory services save time, facilitate regulatory compliance and provide the opportunity for enhanced portfolio yields through risk management and portfolio optimization within investment policy guidelines.

Credit Union Investment Management Team

Integrity and transparency have helped Madison earn the trust of credit unions, their employees and members.

Custom investment solutions, ongoing market insights and consultation to aid your program’s success

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.