MADISON, Wis., April 09, 2024 (GLOBE NEWSWIRE) -- Madison Investment Holdings Inc (“Madison Investments”), an independently-held investment management firm known for its expertise in actively-managed, high-quality portfolios, announced today the opening of its newest office in downtown Milwaukee. The office will be home to a variety of employees and functional areas, including the Reinhart Fixed Income team, whose nine portfolio managers and analysts will relocate from their Mequon location. This move represents a significant step in solidifying the firm’s presence in the Milwaukee market and underscores its commitment to better serving its clients.
“While Madison remains our home and headquarters, Milwaukee is an important financial hub in Wisconsin,” said Steve Carl, Chair of the Executive Committee at Madison Investments. “With many of our clients located in this vibrant city, the decision to establish our presence downtown was a strategic one."
With the new location in the Chase Tower on the 18th floor, overlooking the Milwaukee River, the firm now boasts a prime meeting space to host clients and prospects.
As it celebrates its 50th year in business, Madison Investments recently underwent a transition of ownership from the firm's founder to its employees, further cementing its dedication to longevity and excellence in service.
"Moving into the heart of downtown Milwaukee signals our bullish outlook on the Milwaukee market," noted Steve Carl. "We see ample opportunities to collaborate with institutions and financial advisors to grow our assets in this dynamic market."
For more information about Madison Investments, visit madisoninvestments.com.
About Madison Investments
Madison Investments is an independent investment management firm based in Madison, WI. The firm was founded in 1974, 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. Offering a diverse range of investment vehicles including separately managed accounts, mutual funds, and active ETFs, Madison Investments provides comprehensive investment strategies to a variety of investor types. These strategies encompass domestic fixed income, U.S. and international equity, covered call, multi-asset, insurance, and credit union investment management solutions.
Consider the investment objectives, risks, and charges and expenses of Madison Funds carefully before investing. Each fund's prospectus contains this and other information about the fund. Call 800.877.6089 or visit madisonfunds.com to obtain a prospectus and read it carefully before investing.
“Madison” and/or “Madison Investments” is the unifying tradename 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 adviser with the U.S. Securities and Exchange Commission. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority (www.finra.org).
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. Investment returns and principal value will fluctuate.
