Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. It manages approximately $22 billion in assets across mutual funds, active ETFs, managed accounts, and customized portfolios. The firm emphasizes high-conviction, risk-conscious investing with a focus on performance over full market cycles.
1974
Employee-owned
Focus on risk-conscious investing with a commitment to downside protection and capital preservation.
Madison, Wi, United States
About
Mission
Our philosophy focuses on Participate & Protect®, emphasizing downside protection during market downturns while participating in gains during upswings.
Values
Long-term client interests, collaboration, high-conviction investing, and protecting client assets during market downturns.
Participant Demographics
Serving advisors, institutions, non-profits, credit unions, and insurance companies across the United States and Canada.
Track Record
Team Experience
Investment professionals average 26 years of industry experience.
Notable Achievements
Growth to $22 billion in AUM since 1974.
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Madison, Wi, United States
Legal & Compliance
SEC
No major violations mentioned.
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