Madison has been an independent, employee-owned firm since 1974, freedom that has helped us hone a distinct style of active management.
We seek to avoid the undue risks of reaching for short-term results by emphasizing restraint and focusing on valuation through full market cycles.- Our Investment Teams
Madison manages approximately $15 billion* in assets for a broad spectrum of clients, including institutions and individuals whose financial landscape involves taxes, funding and regulations.- Wealth Management
Our separately managed accounts and investment solutions are complemented by a roster of actively managed mutual funds. These high-conviction, high active share funds provide investors with exposure to segments of the fixed income and equity markets that differentiates from passive index funds.- Madison Funds
Madison’s 100% employee-ownership cultivates a culture of clarity: we want each shareholder to know the goals of our portfolios and why we make each investment.
We believe that our portfolio managers' goals should align with those of long-term investors. That is why our portfolio managers have meaningful personal capital committed to their own strategies, and senior staff have a significant portion of their own net-worth invested in portfolios managed by Madison.
*All statistics are as of 9/1/16. Gross assets under management and firm statistics are for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc., and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Strategies are implemented by one or more of these affiliates. Refer to each entity’s Disclosure Brochure for more information.
"Participate and Protect®" is a registered trademark of Madison Investment Advisors, reflecting our general investment philosophy. We seek to invest our client assets to participate in market appreciation during bull markets and be protected during bear markets compared with assets invested in more speculative and volatile securities. However, there is no assurance that this expectation will be realized.