History
Additional Information
Founded in 1977, Madison Advisory Group Inc. has become a trusted fiduciary partner for high-net-worth individuals, families, and institutional clients around the globe. While our corporate founding dates to 2012, our expertise in wealth management and investment strategy traces back to 1977, giving clients decades of experience combined with a forward-thinking, global perspective.
Headquartered in Chicago, Illinois, we manage over $500 million in assets under management (AUM), providing institutional-grade research, boutique-level service, and globally diversified investment solutions. Our presence on Bloomberg ensures transparency, professional communication, and access to verified performance metrics.
Our Mission
At Madison Advisory Group Inc., our mission is to empower our clients to achieve long-term financial success through disciplined investment strategies, thorough research, and fiduciary excellence. We aim to provide clarity, insight, and partnership in all we do.
Core Values:
- Integrity: Acting in our clients’ best interests at all times.
- Insight: Leveraging macroeconomic, geopolitical, and market research to uncover opportunities.
- Independence: Free from conflicts of interest, ensuring strategies are chosen solely for client benefit.
- Partnership: We view each relationship as a long-term engagement; your goals drive our strategies.
Mission & Values:
Integrity
Independence
Integrity
Fiduciary responsibility in all we do.
Insight
Independence
Integrity
Global research drives smart investment decisions.
Independence
Independence
Independence
No conflicts of interest; your goals guide strategy.