Madison is an established firm known for its sound blend of investment philosophy and process, disciplined thinking, and a spirit of independence.
Since our founding, managing client assets has been the sole focus of our firm. In partnering with investors and their advisors, we help clients pursue their investment goals through our offering of actively managed stock, bond, and asset allocation portfolios, all constructed to emphasize downside protection.
Our clients’ best interests are our top priority. Not only are our portfolio managers invested alongside you, but we’re also invested in your success, holding ourselves accountable for the results we deliver.
Madison is owned by our employees. Our independence allows us to focus entirely on managing client assets without outside influence, and our firm will only be successful if our clients have a rewarding investing experience.
At Madison, we’ve built a national reputation for our risk-managed portfolios that favor quality and long-term durability over speculation and the unconstrained pursuit of returns.
Investing can be an emotional experience. As guardians of our client’s assets, we strive to protect principal during falling markets and participate in market appreciation during rising markets. We believe adhering to this key investment tenet over time should lead to better-than-market results with lower volatility.
We believe the best way to pursue our clients’ investment goals is by focusing on our highest-conviction investment ideas, not aligning to a given benchmark. Our stock funds tend to be concentrated portfolios; our bond funds tend to deploy our deep fundamental research and analysis, and our allocation funds seek to adapt to changing markets by focusing on our forward-looking views.
Our expectation is that investors will participate near fully in market appreciation during bull markets and experience something less than full participation during bear markets compared with investors in portfolios holding more speculative and volatile securities. Therefore, the investment philosophy is intended to represent a conservative investment strategy. There is no assurance that Madison’s expectations regarding this investment strategy will be realized.