For over 25 years, Madison Scottsdale has solely focused on insurance investment management. Our team is led by managing directors who each have previous professional experience as asset managers within insurance organizations. These industry veterans work directly with client-partners to develop and refine customized portfolios that address the unique needs of insurance companies.
Madison Scottsdale complements traditional portfolio management with asset allocation support, investment policy development, Enterprise Risk Management metrics, performance reporting/attribution and ongoing education. Additionally, our clients work directly with dedicated portfolio managers throughout their relationship with Madison Scottsdale.
Align Business Goals - We frame an investment strategy with the potential to support growth, manage asset risk in response to insurance operations and protect capital and surplus.
Quantify Investment Objectives - We identify and define the most important goals for managing each company’s assets.
Assess Risks and Constraints - We conduct a detailed review of practical constraints and guidelines that affect the investment portfolio and its implementation.
Refine Investment Policy - We specify risk parameters and limits to govern overall investment strategy and execution.
Craft a Custom Portfolio - We assemble parts into a whole; managing risk and providing the best opportunity to achieve objectives.
Monitor and Report Performance - Our review mechanism efficiently ensures compliance, evaluates results and recommends changes.
For More Information on our Insurance Investment Solutions:
call 800-767-8020 or write firstname.lastname@example.org
Our Arizona Office is located at
8777 N. Gainey Center Dr., #220
Scottsdale, AZ 85258
Mr. Fain joined Madison Scottsdale in 2002 and brings almost three decades of experience managing taxable and tax-advantaged portfolios for insurance companies.
Brian Milligan, CFA, serves as a equity analyst for Madison’s U.S. Equity Team.
Dave, specializes in customized portfolio management for Madison's private client relationships.
Maya Bittar, CFA, specializes in customized portfolio management for Madison's private client relationships.
With over 25 years of experience in the investment management arenas of several insurance companies, Ms. Fowler brings a valuable understanding of the unique statutory, operational, investment and accounting to our insurance clients.
Mr. Miller, CFA, joined Madison Scottsdale with over 20 years of insurance company and bank investment management experience.
Mr. Cherrier, CFA, has over 34 years investment management experience in managing insurance company, bank and trust fixed income portfolios.
Ms. Johnson joined the Madison organization in 2003 and oversees the investment accounting and reporting of our Insurance Asset Management Division.
Marian Quade, CFA, has over 40 years of investment experience, including portfolio management and serving as head of equities. She specializes in customized portfolio management for Madison's private client relationships.
Paul Lefurgey, CFA, serves as Head of Fixed Income for Madison and is the Chief Executive Officer.
Jeffrey Matthias, CFA, CIPM, CAIA, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in tax-exempt municipal bond portfolios.
Edward serves as a portfolio manager for Madison's Fixed Income Team.
Chris Nisbet, CFA, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in government and corporate bond portfolios.
Allen Olson, CFA, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in corporate-only and credit research.
Mike Peters, CFA, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in taxable and tax-free strategies.
Greg Poplett, CFA, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in government and corporate bond portfolios.
Rob Roquitte, CFA, is actively involved with investment strategy on both equity and fixed income portfolios.
Mike Sanders, CFA, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in credit research.
Alan Shepard, CFA, serves as a portfolio manager and credit analyst on Madison’s Fixed Income Team, specializing in corporate only and credit research.
Madison Scottsdale is the insurance asset management division of Madison Investment Advisors, LLC. Intended for insurance industry professional use only.
“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.