Who We Serve
Bank Trust
A Purpose-Focused Fiduciary Partner
We recognize the deep responsibility that comes with managing assets in a fiduciary capacity. For over 50 years, Madison Investments has partnered closely with Bank Trusts to navigate changing environments with customized, risk-conscious investment strategies aligned with long-term client objectives.
Our high-touch service model, transparency, and institutional experience help you meet regulatory expectations while maintaining trust with clients and beneficiaries.
Explore our strategies and discover how a partnership with Madison can deliver personalized investment solutions, add value to client relationships, and support your fiduciary responsibilities with confidence and clarity.
Solutions & Services
Single-Sleeve Investment Strategies
Asset Allocation Model Portfolios
Flexible & Customizable Separately Managed Accounts (SMAs)
Mutual Funds & ETFs
The Advantage Platform by Madison Investments
Managing client portfolios has become a complex undertaking – from regulatory demands to a crowded investment landscape. Madison Investments simplifies portfolio management through a streamlined sub-advisory agreement, giving you direct access to our actively managed SMA strategies without the need for individual client agreements.
Institutional and Bank Trust Team
Mike Glatkowski, CIMA®
Head of Institutional Business Group
Natalie Johnson
Investment Specialist – Institutional
Levi Williamson
Regional Investment Director, RIA & Bank Trust
Contact Us
Get in touch with our team to learn how Madison Investments can support your investment goals.