Madison is proud to be one of the earliest entrants to the Separately Managed Account (“SMA”) arena, and has participated in many premier broker-sponsored programs since the late 1980’s.  This allows many of our clients to access our active equity and fixed income management services through their Financial Advisor. Typically, these clients choose to have a Madison Investment Advisors (“Madison”) managed account in their portfolio, but also desire the advice and support of a full service Financial Advisor on issues such as asset allocation or retirement planning. A Madison SMA enables our clients to have direct ownership of the securities in their portfolio (unlike mutual funds which are pooled investments), and provides the benefits of professional money management as well as Financial Advisor oversight. Minimum account requirements vary by program and typically range from $50,000 to $250,000. Contact us for more information.