Our experienced investment professionals offer disciplined, comprehensive model portfolio management that can help you solve allocation problems and meet your clients' financial goals.
The Managed Account Program provides discretionary, model-based asset allocation strategies available for clients with at least $25,000 for the ETF strategy and $100,000 for Alpha Advantage or Tax-Sensitive strategies.
Our investment professionals monitor a diversified universe of available funds, performing thorough analysis before selecting quality funds that we believe will mirror our investment philosophy.
Each portfolio is built for a specific strategy such as tax-efficiency, lower internal cost or risk management. Investments in these portfolios can include open-end funds, Exchange-Traded Funds (ETFs) and a number of institutional-class funds.
Please contact Madison directly at 888.971.7135 for more information on our managed account program or for a quarterly performance report.
Disclosure Brochure - Form ADV Part 2A & Supplement - Form ADV Part 2B
“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.