Who We Serve
Credit Unions
A Partner Who Knows Credit Unions
Credit unions have unique investment and compliance needs – and we’re here to help. Madison’s Credit Union Investment Management Team offers a variety of fixed income and equity strategies tailored for benefits pre-funding, charitable donation accounts, and NCUA Part 703 requirements.
We offer objective, fee-based advisory services and customize portfolios to fit your credit union’s balance sheet risk profile. Backed by decades of experience and a disciplined, risk-conscious approach, we deliver strategies built for long-term consistency and capital preservation.
Partner with a team that understands the credit union landscape – and invest with your mission in mind.
Solutions & Services
Single Sleeve Investment Strategies
Asset Allocation Portfolios
Total Benefits Pre-Funding Accounts
Charitable Donations Accounts
Investment Advisory Services
Credit Union Investment Management Team
Patrick Ryan, CFA®
Chief Investment Strategist, Head of Multi-Asset Solutions, Portfolio Manager
Stuart Dybdahl, CFA®, CAIA®
Portfolio Manager, Analyst
Bob Lindner
Head of Credit Union Business Development
Mindi Endres
Client Service Associate
Josh Oldenburg
Investment Specialist – Multi-Asset Solutions
Contact Us
Get in touch with our team to learn how Madison Investments can support your investment objectives.
Madison and its affiliates do not provide tax or legal advice. Please consult with a qualified professional for questions in these areas.