Madison Investments manages investments for financial intermediaries, institutional funds, pension accounts, foundations, endowments, corporations, municipalities, and insurance companies. Madison's core expertise is active bond management, risk-managed equity management, asset allocation strategies, and equity option strategies. Customized portfolios are available for certain large, institutional accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.40% |
These rates apply to Fixed Income Accounts (including Reinhart). Equity and Balanced Accounts: 0.80% annually on the first $15 million, 0.60% annually on the balance. International Equity Accounts: 0.75% annually on the first $50 million, 0.50% annually on the next $100 million, 0.40% annually on the balance. Fees may be subject to negotiation.