MADISON, Wis., April 9, 2024 (Globe Newswire) — Madison Investment Holdings Inc. (“Madison Investments”), an independent investment management firm known for its expertise in actively managed, high-quality portfolios, announced today that We have opened our newest office in downtown. The office will be home to a variety of employees and functional areas, including the Rinehart fixed income team, whose nine portfolio managers and analysts will relocate from their Mequon location. This move is an important step in solidifying the company's presence in the Milwaukee market and underscores the company's commitment to better serve its customers.
“Madison is our home and headquarters, but Milwaukee is an important financial hub in Wisconsin,” said Steve Karl, chairman of Madison Investments' executive committee. “The decision to establish our presence downtown was a strategic one, as many of our customers are based in this vibrant city.”
With a new location on the 18th floor of Chase Tower overlooking the Milwaukee River, the company now boasts meeting space perfect for hosting customers and prospects.
Celebrating its 50th anniversary, Madison Investments recently transitioned ownership from its founders to its employees, further strengthening its commitment to longevity and service excellence.
“Our move to the heart of downtown Milwaukee demonstrates our bullish outlook on the Milwaukee market,” said Steve Karl. “We believe there is ample opportunity to work with financial institutions and financial advisors to grow assets in this dynamic market.”
For more information about Madison Investments, please visit madisoninvestments.com.
About Madison Investments
Madison Investments is an independent investment management firm based in Madison, Wisconsin. The firm was founded in 1974 and has approximately $25 billion in assets under management as of February 29, 2024, and is recognized as one of the nation's top investment firms. Madison Investments offers a variety of investment vehicles, including individually managed accounts, mutual funds, and active ETFs, to provide comprehensive investment strategies for various types of investors. These strategies include domestic fixed income, US and international equities, covered calls, multi-asset, insurance, and credit union investment management solutions.
Please consider the Madison Funds' investment objectives, risks, charges and expenses carefully before investing. Each Fund's prospectus contains this and other information about the Fund. Please call 800.877.6089 or visit madisonfunds.com to obtain a prospectus and read it carefully before investing.
“Madison” and/or “Madison Investments” are the unified trade names of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC. Madison Funds are distributed by MFD Distributor, LLC. Madison is registered as an investment advisor with the U.S. Securities and Exchange Commission. MFD Distributor, LLC is registered as a broker-dealer with the U.S. Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (www.finra.org).
Non-deposit investment products are not federally insured, involve investment risk, possible loss of value, and are not mandated or guaranteed by any financial institution. Investment return and principal value will fluctuate.
CONTACT: CONTACT: Madison Investments Matt Perry mattp@madisonadv.com
