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Madison Scottsdale
Madison Scottsdale was formed to meet the unique needs
of insurance companies. Managing these assets requires excellent investment
skills, as well as a deep understanding of the industry's complex regulatory
and tax environment. At Madison Scottsdale, industry knowledge and dedication
to client service are our strengths.
Experience has shown us that most insurance companies
are extremely well versed in their own business activities, yet often
find making complex investment decisions a daunting task. Most investment
management firms, however, do not fully understand the world in which
insurance companies operate.
It is critical that any investment manager hired to
manage an insurance company portfolio has a full and complete knowledge
of the insurance business. Insurance company portfolios can not be managed
in a vacuum, as investment decisions have a direct impact on all areas
of their business. The investment manager must be aware of this at all
times, and make portfolio decisions accordingly.
Our investment management effort is proactive and addresses
the issues that continually confront our clients (i.e. tax issues, impact
of mark-to-market securities, risk-based capital, etc.) This begins with
getting to know our client's needs, and then developing a customized investment
program based upon individual needs and circumstances. The principal objectives
in managing insurance company assets are to protect and grow surplus.
As such:
- Client specific
considerations can often overrule investment ones.
- Portfolio construction
is just as important as security selection.
- Extreme positions
are seldom appropriate.
- Absolute performance
is as meaningful as relative performance.
Our
principal objective is to establish long-term client relationships built
upon a commitment of communication and trust.
- We have in-depth
knowledge of insurance companies.
- We have an
intimate understanding of each client's needs and objectives.
- We provide
customized portfolio accounting and reporting.
- We have experienced,
in-depth management expertise typically found only in the largest
of investment firms, yet we pay close attention and offer a personalized
level of service.
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