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madison investment advisors

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Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $16 billion in assets across a suite of mutual funds, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include fixed income, multi-asset solutions, U.S. equity, dividend income and covered call, Madison Scottsdale (insurance company asset management) and credit union investment management. In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.

Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $16 billion in assets across a suite of mutual funds, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include fixed income, multi-asset solutions, U.S. equity, dividend income and covered call, Madison Scottsdale (insurance company asset management) and credit union investment management. In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.

Primary SectorInvestment Management
Workforce Size51-200 Employees
Global HQUndisclosed, Kenya
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Investment Management
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
51-200
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
550 Science Dr Wisconsin Madison
City
—
Region / State
—
Postal Code
53711
Country
Kenya

Digital Presence & Footprint

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Official Domainmadisonadv.com
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LinkedIn NetworkActive Profile
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