Balanced Portfolios

Madison provides customized balanced portfolios that take advantage of our bond and equity investment expertise. Asset allocation is necessary to achieve the optimal portfolio given each client's investment objectives. Each portfolio manager continually reviews his/her client's asset structure, making changes as markets shift or client objectives change.

Each portfolio is also designed to match the client's risk tolerance and tax considerations. The equity portfolio follows the firm's growth-at-a-reasonable-price discipline (see Large-Cap Equity Management overview). Our fixed income management is typically a mix of intermediate government and corporate bonds (see Fixed Income Management overview) and tax-free bonds as appropriate.