Managed Account Program (MAP)

Discretionary, Model-Based Asset Allocation Strategies

Our experienced investment professionals offer disciplined, comprehensive model portfolio management that can help you solve allocation problems and meet your clients' financial goals.

The Managed Account Program provides discretionary, model-based asset allocation strategies available for clients with at least $25,000 for the ETF strategy and $100,000 for Alpha Advantage or Tax-Sensitive strategies.

Our investment professionals monitor a diversified universe of available funds, performing thorough analysis before selecting quality funds that we believe will mirror our investment philosophy. 

Each portfolio is built for a specific strategy such as tax-efficiency, lower internal cost or risk management. Investments in these portfolios can include open-end funds, Exchange-Traded Funds (ETFs) and a number of institutional-class funds.

Please contact Madison directly at 888.971.7135 for more information on our managed account program or for a quarterly performance report.

Disclosure Brochure

Download Profile Sheet

Managed Account Program Disclosure Brochure - Form ADV Part 2A & Supplement - Form ADV Part 2B