• Madison Overview

Welcome to Madison

Since 1974, managing our clients' assets has been our sole focus. Headquartered in Madison, Wisconsin, we’ve earned a national reputation for our risk-sensitive investment philosophy and our active bond and equity strategies. The clients of our firm and its affiliates, who entrust us with approximately $15 billion of their assets as of December 31, 2015, include hospitals, foundations, endowments, religious organizations, corporations, municipalities, unions, financial institutions and insurance companies. We also serve a wide range of individual investors through mutual funds, managed accounts and private portfolios. All portfolios are managed using our philosophy of "Participate and Protect®" to manage risk by participating in markets when we perceive risk is low and protecting capital when we perceive risk is high.
Madison and its affiliates manage client assets in actively managed portfolios including:
  • domestic, international and global equity portfolios
  • fixed income portfolios
  • asset allocation portfolios
  • covered call portfolios

Madison Investment Advisors has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. As an employee-controlled firm, we belive our clients appreciate our experience and commitment to excellence.

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“Participate and Protect” is a registered trademark of Madison Investment Advisors, reflecting our general investment philosophy. We seek to invest our client assets to participate in market appreciation during bull markets and be protected during bear markets compared with assets invested in more speculative and volatile securities. However, there is no assurance that this expectation will be realized.
Madison Investment Advisors, LLC and Madison Asset Management, LLC (together referred to as “Madison”) share all personnel and resources at their Madison, Wisconsin location. Statistical data 
 

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800.877.6089

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