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 investment specialist 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.