Investment Strategies
& Solutions

In the financial arena, Madison Investments is positioned to be among the experts you count on for proven investment strategies, time-tested products, and independent portfolio guidance.

Intentionality Delivers Consistency

Just like you, we always have a clear understanding of our objectives, recognizing what we aim to accomplish and acknowledging the challenges that may arise. That means no guesses, no big gambles, and no departure from the disciplined thinking and proven processes that have served us well for decades. Since our inception in 1974, our objective has been to offer our clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation.

Participate & Protect®

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.

“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.

Any performance data shown represents past performance. Past performance is no guarantee of future results.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.

This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

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.

Before investing in any Madison Fund, you should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the Fund’s prospectus and summary prospectuses and should be read carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. This website is intended for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Past performance is no guarantee of future results.