Institutional Client Services
Madison Investments has been working with Institutional investors since our founding in 1974. Today we service the needs and invest alongside – Pension funds, Corporations, Foundations/Endowments, & Non-Profit Organizations. Our core business supports the traditional consultant community as they leverage our investment expertise and portfolio management capabilities.
Madison’s trademarked investment philosophy of Participate and Protect® is well represented across 4 investment teams. At Madison, our business model allows our investment professionals to spend 100% of their time managing their team, process, and investment strategies.
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Investment Strategies & Solutions
Other Customized Solutions strategies
Insurance Asset Management
Credit Union Investment Management
Madison US Equity Team
Concentrated equity portfolios bottom-up, process-driven and high active share reflect a willingness to stand apart from indices.
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Madison Fixed Income Team
Actively managed, high-quality portfolios built with a focus on capital preservation and income generation.
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International Equity Team
A style-pure actively managed international growth equity strategy is managed by our Toronto-based Team. This international-only portfolio is diversified across developed and emerging markets, seeking companies with sustainable earnings growth.
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Madison Multi-Asset Solutions Team
Global multi-asset portfolios spanning the risk spectrum with distinct strategies across blended active/passive, ETF, and Tax-Sensitive mandates.
Learn MoreInstitutional Business Group
Bob Lindner
Director of Credit Union Business Development
Thomas Nolte
Director of Institutional Business Development
Natalie Johnson
Investment Specialist – Institutional
Rich Marsden
Investment Specialist – Insurance
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 Investment Advisors with 20 years of financial services experience. Since 2000, her career span 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 Investment Advisors. Natalie holds 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.
Rich joins Madison with over 25 years of financial services experience. He was formerly with Fidelity as a Planning Consultant and at Thornburg Investment Management and Sentinel Investments working in Business Development. He was also an Investment Advisor with Morgan Stanley and has spent time in the bank channel working as a Financial Consultant. He currently lives in Santa Fe, New Mexico, and enjoys the high desert. Rich is FINRA Registered and holds a Life and Health Insurance license.
“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.
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.