Advisor Solutions

The input you receive from your inner circle of trusted professionals is essential to the success of your practice. Rely on Madison Investments as your trusted investment partner, bringing access to the expertise, tools, and support you need to actively shape your clients’ portfolios and futures.

Advisors depend on Madison Investments to build transparent, high-quality portfolios that pursue performance according to expectations with no unnecessary risks or unpleasant surprises. In partnering with investors and their advisors, we help clients pursue their investment goals through our offering of actively managed stock, bond, and asset allocation portfolios, all constructed to emphasize downside protection. Our investment solutions are available as separately managed accounts, mutual funds, ETFs, and model portfolios.

Explore our strategies and discover why advisors choose to include Madison Investments in their trusted network.


US Equity Strategies

Concentrated equity portfolios whose bottom-up, process-driven approach and high active share reflect a willingness to stand apart from indices.

Large Cap Mid Cap Small Cap Dividend Income Covered Call Sustainable Equity

Fixed Income Strategies

Actively managing all fixed income risks, our high-quality portfolios are built with a focus on capital preservation and income generation.

Madison Core Bond Madison Corporate Madison Government Madison Government Corporate Madison Tax-Efficient Reinhart Fixed Income

International Equity Strategy

A style-pure, actively-managed international growth equity strategy is diversified across developed and emerging markets, seeking companies with sustainable growth earnings.

International Equity

Madison Multi-Asset Solutions Strategies

Global multi-asset portfolios that span the risk/reward spectrum with distinct strategies across blended active/passive, ETF, and tax-sensitive mandates.

Mosaic by Madison Investments

Steven Carl
Chair of Executive Committee, Chief Distribution Officer
Leslie Oliversen
Head of Key Accounts, Regional Investment Director
Christopher Aleman
Regional Investment Director
Jeff Baker, CIMA®
Regional Investment Director, Client Service
Joel Dykman
Regional Investment Director
Chris Ridberg
Regional Investment Director
Josh Oldenburg
Investment Specialist – Multi-Asset Solutions
Mindi Endres
Investment Specialist – Intermediary

Steven Carl

Chair of Executive Committee, Chief Distribution Officer
Contact

Steve is a principal at Madison Investments and leads the firm in his role as Chair of the Executive Committee. He manages sales, client service and marketing as the firm’s Chief Distribution Officer, he also serves as a board member of the Madison Investments Foundation. Steve started in the financial services industry in 1996 and joined Madison Investments in 2003. Prior to joining Madison, he worked in a variety of roles at Coopers & Lybrand, LLC, Strong Capital Management and Hewitt Associates. He holds a B.B.A. from The University of Wisconsin–Madison in Finance and Accounting. Steve earned his CPA designation and is a FINRA registered Principal.

Leslie Oliversen

Head of Key Accounts, Regional Investment Director
Contact

Leslie Oliversen directs the firm’s Key Account efforts and is a Regional Investment Director. In this role, she manages many of the firm's key relationships in the Intermediary Channel. She joined the financial services industry and Madison Investments in 2011. Leslie is on the Madison Foundation Board of Directors, is a member of the firm’s Diversity, Equity and Inclusion Committee, and the Sustainable Committee. She holds a BA from Edgewood College in Madison, Wisconsin. Leslie is a FINRA registered Principal.

Christopher Aleman

Regional Investment Director
Contact

Christopher is a Regional Director for Madison Investment Advisors, based in New York City. Chris has been working in the financial services industry since 2007. Prior to joining Madison in March 2015, he was an Investment Product Specialist for J.P. Morgan Securities specializing in Asset Allocation and Portfolio Construction. Chris holds a B.B.A. in both Corporate Finance and Financial Services/ Risk Management from St. Mary’s University and is pursuing his MBA with Fordham University. Chris is FINRA registered.

Jeff Baker, CIMA®

Regional Investment Director, Client Service
Contact

Jeff is a Regional Investment Director and also serves as a liaison with the Marketing Department and Investment Teams. He started working in the financial services industry in 1996 and joined Madison Investments in 2003. Prior to joining Madison Investments, he served in a similar capacity for Tom Johnson Investment Management and worked for Smith Barney. Jeff holds a BA in Business Economics with an emphasis in Accounting from the University of California-Santa Barbara. He has earned the CIMA® designation.

Joel Dykman

Regional Investment Director
Contact

Joel is part of Madison’s Business Development team and serves as a Regional Investment Director. Mr. Dykman joined Reinhart in 2012 and has over 35 years of experience in the investment industry. Prior to Reinhart Partners, he was a Senior Vice President with Johnson Asset Management, an SC Johnson Company, predecessor to Optique Capital. Mr. Dykman holds a BA from John Carroll University.

Chris Ridberg

Regional Investment Director
Contact

Chris is part of the Madison Business Development Team and is based in Charlotte, NC. He is a Regional Director responsible for developing and maintaining relations primarily in the Southeast. He has been working in financial services since 2001. Prior to joining Madison Investments in 2018, he served in a similar capacity at Van Eck Global, and before that, held similar positions at Sentinel Investments and Evergreen Investments. Chris holds a BS in Business Administration with a concentration in Finance and Accounting for Mars Hill University.

Josh Oldenburg

Investment Specialist – Multi-Asset Solutions
Contact

Josh is a member of the Business Development team and is the Investment Specialist covering the West Coast, and the Four Corners for Madison Investments. He has been working in the financial services industry since 2018. Josh earned a BBA in Finance from the University of Wisconsin-Whitewater and is FINRA registered.

Mindi Endres

Investment Specialist – Intermediary
Contact

Mindi serves as an Investment Specialist and has been in the financial industry since 2000. Prior to joining Madison, Mindi served as an Investment Associate at BMO Harris Financial Advisors and as an Executive Investment Assistant for Custer Financial Services. Mindi earned her undergraduate degree from the University of Wisconsin – Madison and her MBA from Cardinal Stritch University.

“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.

This page is intended for financial advisors and investment professionals only.

Consider the investment objectives, risks, and charges and expenses of Madison Funds carefully before investing. Each fund's prospectus contains this and other information about the fund. Call 800.877.6089 or visit madisonfunds.com to obtain a prospectus and read it carefully before investing.