Eagan, MN Office

Madison Investment Advisors serves a broad mix of individual and institutional clients, including financial intermediaries, pension and profit‑sharing plans, foundations, endowments, corporations, municipalities and insurance companies. The firm provides fixed‑income management, risk‑managed equity strategies and customized multi‑asset portfolios delivered via separately managed accounts, wrap programs, model portfolios, and sub‑advisory arrangements.

Investment decisions are guided by Madison’s long‑running “Participate and Protect®” risk‑sensitive philosophy, with a high‑quality bias in fixed income and a bottom‑up, fundamental approach for equities; the firm also uses a proprietary Sustainability Scorecard for its sustainable equity strategy. Madison typically manages discretionary mandates but also maintains substantial model and non‑discretionary assets and reports performance through GIPS‑compliant composites, providing historical and predecessor performance information on request.

Distinctive features include a very high client load per advisor—well over 600 clients per advisor—driven in part by extensive intermediary, wrap and model relationships that support scale and standardized delivery. The firm’s client mix includes institutional segments that are less common among peers (municipalities, insurance companies and banking/thrift institutions), and it operates alongside affiliated mutual fund and ETF management and a broker‑dealer distributor within the Madison organization.