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About Us

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Founded in 1974, Madison Investments has grown from a local investment adviser into a multi-billion-dollar firm serving clients across all 50 states and Canada.

As an independent, employee-owned firm, we measure our success by the quality of our clients’ experience: positive, collaborative, and rewarding. Our independence allows us to focus entirely on managing our clients’ assets in their best interests, without outside influences.

A Culture of Investment Excellence

It’s a privilege to tell our story—and even more so to work with clients who share our investment philosophy.

Clients choose Madison Investments for our experience, results, and unwavering commitment to client service. Every day, we strive to earn and maintain that trust.

As an employee-owned firm, we believe that trust is built through aligned interests and a long-term mindset. Our culture and structure are intentionally designed to prioritize our clients’ success by:

Attracting and retaining top investment professionals through our ownership structure
Encouraging collaboration across our investment teams
Empowering our associates to make thoughtful, timely decisions

Aligned With Your Success

Investment-centric culture and experience

Each of our investment teams has a high degree of autonomy, extensive investment resources, and operational support, allowing them to focus solely on managing client portfolios. Each team shares the goal of protecting capital while generating consistent long-term value-added returns.

Performance incentive tied to client objective

A significant portion of our portfolio managers’ compensation is tied to the performance of our clients’ portfolios. All investment team members earn a base salary, the opportunity to receive incentives, and potential equity ownership—aligning their interests with our clients’ interests.

Invested in our strategies

We invest alongside our clients. Our portfolio managers have meaningful personal capital in their strategies, aligning with clients who entrust us with their assets. Senior staff have also invested a significant portion of their net worth in Madison Investments’ portfolios.

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Philosophy

At Madison Investments, we believe that long-term investing success is built on a foundation of discipline, downside risk awareness, and aligned interests. Our Participate and Protect^® philosophy guides every investment strategy we manage, seeking to capture long-term upside while mitigating downside risk. But our philosophy extends beyond performance—it’s about how we build client relationships, develop our teams, and structure our business for the future. Learn more about the values and principles that shape how we invest and operate.

Philosophy

Our People

The strength of Madison lies in the quality of our people. Our team brings deep expertise, diverse institutional backgrounds, and a shared dedication to thoughtful, client-focused investing. Our teams collaborate across asset classes and disciplines to deliver consistent results and high-touch service. Learn more about the professionals bringing Madison Investment’s philosophy to life.

Our People

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In the Community

Giving back is a core part of who we are. Through the Madison Investments Charitable Foundation, we support nonprofit organizations that strengthen our communities in meaningful ways—from education and healthcare to food security and the environment. Our employees are active participants, giving their time, effort, and resources to causes that matter. See how we’re making an impact.

In the Community

Careers

At Madison Investments, we’re always looking for curious, driven individuals who want to make a difference. Our collaborative, entrepreneurial culture empowers associates to grow their careers while making meaningful contributions to our clients and communities. Discover career opportunities at Madison Investments.

Careers

Madison’s 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.