The COVID-19 virus and the nation’s response in fighting it have altered many aspects of our lives and the way we do business. However, Madison’s commitment to serving our clients is unwavering. We continue to stand with you through these uncertain times.

Madison is deemed an “essential business” and continues on-site operations in Cincinnati and Northern Virginia. For safety reasons, most of our team is working from home although in constant contact with one another and fully engaged in serving our clients, providing financial planning advice, and managing portfolios.

While we work through this period, the firm has made the following changes to the way we conduct business:

• All in-person client and business meetings are postponed until the COVID-19 threat has passed.
• Clients wishing to drop off physical items, we ask that you please contact our office ahead of time to make arrangements in a safe and secure manner.
• Clients wishing to make a deposit, we ask you to consider two options:
1. Mail-in deposits – Please mail deposits directly to the account custodians, clearly noting your account number in the memo section of each check. The mailing addresses for Madison’s primary custodians can be found below. We ask that you email your Madison relationship team when mailing a deposit so that we may monitor that your deposit is credited accurately to your account.
2. Mobile device deposits – Please note that Schwab, TD Ameritrade and Raymond James all accept electronic check deposits made by smartphone. Contact us for more detailed instructions regarding set up of mobile app & how to make deposits.
• Beginning with the April mailing, Madison will electronically post monthly correspondence directly to client portals rather than mailing. The change will help us share important information with you in a timely, safe and secure manner.

Primary Custodians Mailing Addresses:

Should you find yourself with questions about your portfolio or anything completely unrelated where we might be of assistance, do reach out to us. We sincerely care about our clients and we are here for you.