Institutional Business Group
At Madison Investments, we understand the importance of a truly customized investing experience that goes beyond the unconstrained pursuit of returns. We have been working with institutional investors since our founding in 1974 and have evolved our business model to support the unique needs of Pension Funds, Corporations, Insurance Companies, Credit Unions, Non-Profit Organizations, and other institutions. Our tenured investment professionals have an average 26 years of industry experience – many of whom have direct experience working at the types of institutions we serve.
Madison’s distinctive investment philosophy, Participate and Protect®, serves as the bedrock for all our investment teams, instilling a sense of purpose and tradition into every client relationship. We invite you to explore the breadth and depth of our institutional investment capabilities by following the areas of focus below.
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Investment Strategies & Solutions
Other Customized Solutions strategies
Institutional Investors and Consultants
Insurance Asset Management
Credit Union Investment Management
Institutional Investors and Consultants
Our core business supports the traditional consultant community as they, along with their clients, leverage our investment expertise and portfolio management capabilities. Explore our range of institutional equity, fixed income, and multi-asset solutions.
Learn MoreInsurance Companies
For over 30 years, the Madison Investments Insurance Solutions Team has remained devoted to catering to the investment management requirements of insurance entities. The team crafts a highly-customized asset liability strategy for clients based on an extensive analysis of their financial, operational, and management needs.
Learn MoreCredit Unions
Madison's Credit Union Investment Management Team offers fixed income and equity strategies to meet the requirements for total benefits pre-funding, charitable donation accounts, and NCUA Part 703 investments. Our clients benefit from impartial, fee-based advisory services (without commissions) tailored to align with their balance sheet risk profiles.
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Foundations, Endowments, and Non-Profit Organizations
We understand the importance of optimizing resources to fulfill philanthropic missions. Our approach involves a thorough analysis of each organization's financial goals, risk tolerance, and operational requirements, ensuring the development of customized asset management strategies that best serve their long-term interests. With Madison Investments, you can rest assured that your funds are in expert hands, aimed at achieving sustainable and impactful outcomes for your cause.
Contact UsInstitutional Business Group
Bob Lindner
Director of Credit Union Business Development
Thomas Nolte
Director of Institutional Business Development
Natalie Johnson
Investment Specialist – Institutional
Mike is the Director of the Institutional Business Group at Madison Investments. He started in the financial services industry in 1996 and joined Madison Investments in 2016. Prior to joining Madison Investments, Mike worked at Artisan Partners where he was a director within the intermediary distribution group. Mike has held a variety of positions at Strong Capital Management, Heartland Investments and Sentinel Funds including wholesaling, wholesale management and key account management. He received a BA in Finance from the University of Wisconsin-Milwaukee.
Bob is Director of Credit Union Business Development. Bob started in the industry in 1990 and he joined Madison Investments in 2009. Prior to joining Madison Investments he was Director of Managed Accounts at CUNA Mutual Group. Bob was also responsible for Investment Advisory Services at MEMBERS Capital Advisors. He holds a BBA in Marketing from the University of Wisconsin-Whitewater and an MBA from Edgewood College.
Tom is a Director of Institutional Business Development for Madison Investments. Tom has over 25 years of experience in the financial services industry, the most recent fourteen years as director of institutional sales and consultant relations at BMO Global Asset Management and its predecessor M&I Investment Management. Tom previously served as a vice president and senior account executive for Strong Capital Management and began his career as an employee benefits attorney with Reinhart Boerner Van Deuren s.c. Tom holds a JD cum laude from the University of Wisconsin Law School and a BA in political science and economics summa cum laude from Marquette University. In addition, Tom holds the series 7, 24, 63, and 65 securities registrations.
Natalie joins Madison Investments with over 20 years of financial services experience. Since 2000, her career spans from operational support to financial planning and advice and from working with individual investors to institutions. With a significant part of her career as a performance analyst on a Graystone Consulting team of Morgan Stanley Smith Barney, Natalie brings her extensive knowledge of portfolio analytics and reporting, as well as relationship management skills, to Madison Investments. Natalie holds a BA in English and Literature from the Far Eastern State University in Russia and is FINRA registered. She is fluent in both English and Russian.
“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 in the strategy 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.
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 in the strategy 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.