Madison Investments’ Credit Union Investment Advisory services team provides clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients’ balance sheet risk profiles.
Madison Investments is an independent, employee-owned firm founded in 1974. Madison has a national reputation for the risk-sensitive investment philosophy it employs across actively managed equity, fixed income, and asset allocation portfolios.
Our firm’s investment-centric culture goes hand-in-hand with our goal of generating superior risk-adjusted returns for investors. Madison’s Participate and Protect® investment philosophy results in portfolios that strive to protect principal during falling markets and participate in market appreciation during rising markets (although there is no assurance those expectations will be realized). Adhering to this key investment tenet over time should produce better-than-market results with lower volatility.