Consistency is the key
Our goal is to provide straightforward, easy-to-understand portfolios that perform according to expectations, with no unnecessary risks or unpleasant surprises.
Madison Investments Debuts Actively-Managed ETF Suite
Madison Investments offers a series of funds that emphasize quality and durability—all built with the long run in mind. While a risk management approach is not unique to us, the way in which we deploy our investment strategies is what sets us apart.
See what makes our funds unique:
Managing client assets is the sole focus of our firm. The Madison Funds are part of an organization that has been building risk-aware portfolios for nearly five decades.
In assets under management1
Years in business
(Overall, among 49 firms, as of 12/31/2022)
If you value dedication, honesty, and hard work, you’ll appreciate our team’s Midwestern work ethic. Our people continue to apply their depth of industry experience and specialized knowledge to remain experts in their field.
Stay current with portfolio manager insights into what’s driving the markets. We want to help you understand the risks and opportunities that lie ahead, so you can act accordingly.
Relative Yield Opportunity: Dividend Payers Undervalued Amid Narrow Market Rally
Somewhere in the dust of the speculative AI-hype-driven equity market advance…
Keep up with important fund notices, declared portfolio distributions, and the latest developments in the industry.
Madison Covered Call And Equity Strategy Fund (MCN) Announces Special Meeting Of Shareholders
While focus may have bounced from the tribulations over the debt ceiling to the excitement over advancements in AI, the underlying issues for stock and bond investors continued to be interest rates and the Federal Reserve.
1Calculated as of 6/30/2023. The AUM includes all accounts to which Madison provides discretionary and non-discretionary advisory services, including accounts of a third party adviser where Madison provides non-discretionary model portfolio services.
2Madison Investments ranked 6th out of 49 fund families for the one-year period ended December 31, 2022, and ranked 43rd in the five-year period out of 49 fund families, and 45th out of 47 fund families for the ten-year period ended December 31, 2022. To see Barron’s methodology and learn more, click here.