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Who We Serve

Registered Investment Advisors

Trusted Partner for Independent Advisors

As an independent, employee-owned firm, we understand the importance of trust and transparency among your inner circle. Madison Investments has served as a reliable investment partner to RIAs for over 50 years. By providing the expertise, tools, and support you need to shape client portfolios with confidence, our advisor-friendly structure helps you focus more time where it matters most – with your clients.

Explore our strategies and see how Madison can help you expand your capabilities and deepen client relationships.

View our strategies
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Solutions & Services

Single-Sleeve Investment Strategies

Asset Allocation Model Portfolios

Flexible and Customizable Separately Managed Accounts (SMAs)

Mutual Funds and ETFs

The Advantage Platform by Madison Investments

Managing client portfolios as an independent RIA 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.

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Institutional and RIA Team

Contact Us

Get in touch with our team to learn how Madison Investments can support your investment goals.

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