Madison Investment Advisors

Madison Investment Advisors, LLC is a privately owned investment manager. The firm primarily provides its services to wrap and sub-advisory clients. It also caters to individuals, high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, other investment advisers, and insurance companies. The firm manages separate client focused equity, fixed income, and balanced portfolios. It also manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. It invests in growth and value stocks of large-cap and mid-cap companies. For its equity investments, the firm focuses on Financial, Technology, Consumer, Health Care, and Industrials sectors. For its fixed income investments, it invests in government bonds, government agency securities, investment grade corporate bonds, and tax-exempt municipal bonds. The firm benchmarks the performance of its fixed income portfolios against the Barclay's Intermediate Government/Credit Bond Index. It employs fundamental research with a bottom-up stock picking approach while making its investments. The firm was founded in 1974 and is based in Madison, Wisconsin. Madison Investment Advisors, LLC operates as a subsidiary of Madison Asset Management, LLC.