Private Portfolio Management

The Private Portfolio Management Group provides investment and wealth management services to families and individuals with an investable net worth generally exceeding $1 million.  Our process is focused on customizing portfolios to meet each individual client's needs while applying our "Participate and Protect®"  investment philosophy with a goal of  participating in rising markets while protecting portfolio value in falling markets.

The Client Experience

The process begins with an assessment of current investments, goals and risk tolerance.  An asset allocation guideline is established and portfolios are constructed based upon these parameters.  Using Madison's internal expertise in equity and fixed income investing, the core portfolio positions are established.  To complement the core strategy we use an open-architecture strategy to recommend supplementing the client's core portfolio with mutual funds or ETFs sponsored by qualified third-party  managers with expertise in additional asset classes.  While the portfolios are continuously monitored and managed, ongoing reviews and communication assure the portfolio stays aligned with changing goals over time.  Understanding the importance of tax and legal considerations in the overall success of an investment program, Madison works closely with the client's accountant and attorney as needed to make the best decisions for each client. 

Madison's Private Portfolio Management efforts are led by Marian Quade, Vice President and Portfolio Manager.  

Marian Quade, CFA, Vice President/Portfolio Manager
Ms. Quade is a member of the Madison’s equity team and specializes in personalized portfolio management for Madison’s high net worth relationships. Prior to joining Madison she spent 22 years at U.S. Bancorp Asset Management in roles of increasing responsibility including research, portfolio management and Head of Equities. She became an equity fund manager in 1989 and managed the Firstar Growth and Income Fund. Ms. Quade holds a BA in Economics from Stanford University.

Madison's Private Portfolio Management capabilities are offered in the greater Chicago area via our affiliate, Concord Asset Management.