
Who We Serve
Financial Advisors
Trusted by Home Offices, Empowering Advisors
At Madison Investments, we believe strong client relationships are built on consistency, clarity, and results – values we embody as an independent, employee-owned firm. For over 50 years, financial advisors have trusted us to deliver actively-managed, high-conviction strategies guided by discipline and transparency. Whether supporting home offices at the largest broker-dealers and wirehouses or local advisory teams, our commitment is unwavering: to empower financial professionals to serve their clients with clarity and confidence.
Expand your inner circle with Madison – a trusted partner that helps you differentiate your practice, deepen client trust, and deliver consistent, long-term outcomes.
Explore our investment strategies and ways to partner with us.

Solutions & Services
Separately Managed Accounts
Mutual Funds and Active ETFs
Fixed Income Strategies
Equity Strategies
Asset Allocation Portfolios
Advisor Solutions Team
Steven Carl
Chair of Executive Committee, Chief Distribution Officer
Christopher Aleman
Regional Investment Director
Jeff Baker, CIMA®
Regional Investment Director, Client Service
Joel Dykman
Regional Investment Director
Zach Grimes
Investment Specialist, Internal Team Leader
Nic Harenda
Investment Specialist – Intermediary
Christopher Hodges
Regional Investment Director
Leslie Oliversen
Head of Key Accounts, Regional Investment Director
Chris Ridberg
Regional Investment Director
Levi Williamson
Regional Investment Director, RIA & Bank Trust
Contact Us
Get in touch with our team to learn how Madison Investments can support your practice and your clients.