Madison, WI Office

AssuredPartners Investment Advisors (APIA) provides portfolio management, financial planning and consulting, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

APIA offers both discretionary and non-discretionary portfolio management using model and custom portfolios, and it may select or monitor third-party managers while providing ERISA 3(21) and 3(38) plan services and participant education, including webinars and in-person workshops. Financial planning and consulting are available as standalone engagements or alongside portfolio management, and the firm may bill those services on a fixed or hourly basis.

APIA is part of the Arthur J. Gallagher ownership group and is affiliated with broker-dealer and insurance businesses; it also operates a third‑party administrator business (BenefitsPlus) and discloses receipt of referral fees, program-related economic benefits, and marketing or travel reimbursements from product sponsors and custodians. The combination of a multi‑office national presence, explicit plan fiduciary and TPA capabilities, routine use of third‑party manager referrals, and the brochure’s discussion of derivatives and leverage-related risks indicates a broader mix of plan-focused, educational, and potentially complex investment practices than is typical for many peers.