Investing with intentionality.

Differentiated investment strategies designed to perform according to expectations, participate in all markets, and avoid unnecessary risks.

Get to know Madison

Actively Invested: By Your Side, On Your Team

For more than 50 years, Madison Investments has provided active, risk-managed portfolios tailored to diverse client needs. As a fully independent, employee-owned firm, we are committed to delivering consistent, long-term performance through high-conviction, risk-conscious strategies—all while adapting to market conditions with a focus on stability and your financial goals.

Three people sit at a wooden conference table with laptops and notebooks, smiling and engaged in discussion. Large windows behind them reveal a lush, green outdoor setting.
A group of six people sit around a table in a modern glass-walled conference room with a forest view, while a person walks briskly past outside the room. The space features wood accents and natural light.

Intentionally Crafted Portfolios

Our strategies are designed to meet diverse goals across a wide range of asset classes and investment vehicles—all managed with the discipline and focus to pursue superior risk-adjusted returns.

All investments contain risk and may lose value. Equities may decline in value due to both real and perceived general market, economic and industry conditions. Investing in foreign-denominated and/or -domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. In addition to the ongoing market risk applicable to portfolio securities, bonds are subject to interest rate risk, credit risk, call risk and inflation risk. When interest rates rise, bond prices fall; generally, the longer a bond’s maturity, the more sensitive it is to this risk.