![]() ![]() This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.I’ll always remember his excitement when Adam and I told him we loved fondue (I mean, who doesn’t?) and I don’t think we ever visited after that without sharing a pot and a bottle of Chasselas. Investment returns and principal value will fluctuate. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Past performance is no guarantee of future results. Madison’s toll-free number is 80.Īny performance data shown represents past performance. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. MFD Distributor, LLC is registered with the U.S. Madison Funds are distributed by MFD Distributor, LLC. MAM and MIA are registered as investment advisers with the U.S. “Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). The firm has built a national reputation for superior customer service, excellent risk-adjusted returns and crafting portfolios differentiated from passive benchmarks. Equity, International Equity and Multi-Asset Solutions, offer investment strategies and solutions to a wide array of clients: Financial Advisors, Consultants, Credit Unions, Insurance Companies, and Private Clients. Madison Investments’ four investment teams, Fixed Income, U.S. The firm, headquartered in Madison, WI, manages approximately $24 billion in client assets as of December 31, 2021. Madison Investments, founded in 1974, is an independent, employee and founder owned investment firm offering investment management and investment advisory solutions. equity strategies including Large, Mid, and Small Cap, Dividend Income, Covered Call, and Sustainable Equity. ![]() Of the firm’s $24 billion in assets under management, $9.6 billion resides in U.S. Goetzinger joins a team of 15 portfolio managers and analysts averaging over 20 years of industry experience. His connection to the investment community in Wisconsin and outside Wisconsin are strong and he remains an Advisor to the Hawk Center. as a Portfolio Manager, Senior Equity Analyst, and Partner. Goetzinger was a lecturer for the University of Wisconsin’s Hawk Center for Investment Analysis and previously spent over 14 years at Milwaukee-based Fiduciary Management, Inc. ![]() “We are thrilled to have Matthew join our equity team,” said Haruki Toyama, Director of Research and Portfolio Manager, adding “Madison Investments takes pride in the extensive, bottom-up stock research that goes into building our equity portfolios, and Matthew’s experience, skillset, and personality are welcome additions to our already deep team.” Equity Team analysts, Matthew will be a generalist with the freedom to research stocks across sectors. Madison Investments is pleased to welcome Matthew Goetzinger, CFA® as a Senior Analyst on the firm’s U.S. ![]()
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