Investment Strategies
& Solutions

For over forty years 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. Built on a foundation of well-honed investment strategies, the Madison Investments organization has grown by remaining open to innovation, embracing new investment teams and strategies.


Participate & Protect®

Madison’s reputation for risk-conscious investing has its foundation in our approach to portfolio construction. Over the years, our portfolio management teams have crafted a combination of quantitative and qualitative tools to offer strategies that seek to Participate in market appreciation during rising markets and that also Protect principal during falling markets. As we continue to innovate and expand our offerings, we remain true to serving our clients investment strategies that are designed to deliver 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 in market appreciation during bull markets and be protected during bear markets compared with investors in portfolios holding more speculative and volatile securities. There is no assurance that Madison’s expectations will be realized. | Madison Funds are distributed by MFD Distributor, LLC. Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission. 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 (https://www.finra.org/#/). | For more complete information about Madison Funds®, including charges and expenses, obtain a prospectus from your financial adviser, by calling 800.877.6089 or by clicking on prospectus and reports to view or download a copy. Before investing in the funds, consider the investment objectives, risks, charges and expenses. The prospectus contains this and other information about funds and should be read carefully before investing.