Private Client Investment Management

Personalized Portfolios for Individuals and Business Owners

We provide investment planning and advisory services and build customized tax- and fee-conscious investment portfolios for professionals, business owners, families and individuals. 

Our Approach to Private Investment Management

As a Registered Investment Advisor (RIA), our team acts as a fiduciary on behalf of our clients. For our clients, we work with you to compile your financial information (assets, liabilities, income, risk tolerance, taxes) and learn about your goals, expectations and concerns. 

These insights help us model your financial life and inform an asset allocation and investment plan that accounts for your current lifestyle and future ambitions.

We will also collaborate with your attorney, accountant and other professional service providers to deliver the clearest picture of the financial health of your family, estate and business.

Using your goals and the resources of our investment team, we will construct a custom portfolio following a philosophy that seeks long-term returns by capturing growth opportunities in positive environments, while minimizing drawdowns in market declines.  

Meet our team of highly credentialed investment professionals.


  • “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.

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