Over the years we have found that many of our Clients choose us because of our guiding principles:
We have aligned our interests directly with our clients. While some financial advisors are paid to sell a product or generate transactions, Madison is focused solely on providing the best advice to our clients. There are no hidden compensation arrangements. We are paid one way - by our clients. We charge a fee based upon assets under management. We personally invest our own assets in the same strategies and investment vehicles as our clients.
As an independent Registered Investment Advisor (RIA), Madison is a Fiduciary and has a fiduciary duty to act in the best interest of its clients and to disclose any possible conflicts of interest. Ethically, legally and philosophically, our interests are aligned with our clients.
Madison is independent and objective. Good ideas are actively explored from all sources because we adhere to an open architecture approach and interface with multiple custodians and vendors. Our strategic account custodial partners include Charles Schwab, TD Ameritrade and TIAA-CREF.
Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect a client's individual goals. Consequently, considerable time is spent understanding our clients’ dreams, goals and priorities before constructing an investment plan.
As outlined in our Privacy Pledge, Madison is committed to protecting your privacy and the confidentiality of our relationship.
The firm is committed to maintaining a low client-to-advisor ratio to allow for exceptional service. The professionals at Madison work as a team and act as “owners” in serving the client.
The firm has extensive experience working with high net worth individuals, their families, trusts and associated interests. Most our professionals have attained either the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP®) designation.
Madison has the ability to leverage numerous relationships within the private wealth management arena as well as work extensively with our clients’ other Professional Advisors to ensure continuity of their overall plan.
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