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Investment Opportunities with Madison Advisory Group Inc.
At Madison Advisory Group Inc., we offer a diverse range of investment portfolios aimed at achieving capital appreciation while aligning with your objectives, risk tolerance, and time horizon, including options for sustainable investment.
Investment Opportunities with Madison Advisory Group Inc.
1. Global Growth Portfolio
Objective: Long-term capital appreciation through worldwide diversification.
Highlights:
- 40% Developed Market Equities (U.S., Europe, Japan)
- 25% Emerging Markets Equities (India, Vietnam, Latin America, Africa)
- 15% Alternative Assets (private equity, venture capital)
- 10% Technology / AI / Automation
- 10% Cash & Short-Term Bonds
2. Balanced Income & Growth Portfolio
Objective: Steady income combined with growth potential.
Highlights:
- 40% Global Equities
- 30% Investment-Grade Bonds
- 15% Dividend-Paying Stocks & REITs
- 10% Alternative Assets
- 5% Cash
3. ESG & Sustainable Investment Portfolio
Objective: Align your investments with sustainable and socially responsible principles.
Highlights:
- 50% ESG-Screened Global Equities
- 20% Renewable Energy & Critical Materials
- 15% Green Bonds & ESG Fixed Income
- 10% Alternative Sustainable Assets
- 5% Cash
4. Fixed Income & Capital Preservation Portfolio
Objective: Protect capital while generating reliable income.
Highlights:
- 50% Investment-Grade Corporate Bonds
- 25% Government Bonds
- 10% Municipal Bonds
- 10% Dividend-Paying Equities
- 5% Cash
5. Technology & Innovation Portfolio
Objective: Capture opportunities in AI, automation, cloud infrastructure, and next-gen tech.
Highlights:
- 50% Global Tech Equities
- 20% Tech-Focused Private Equity & Venture Capital
- 15% Automation & Robotics ETFs
- 10% Data Infrastructure & 5G Projects
- 5% Cash
6. Infrastructure & Real Assets Portfolio
Objective: Invest in tangible assets with stable long-term returns.
Highlights:
- 40% Global Infrastructure Projects
- 20% Real Estate & REITs
- 15% Renewable Energy & Storage Infrastructure
- 15% Fixed Income Linked to Infrastructure Projects
- 10% Cash
7. Agriculture & Food Tech Portfolio
Objective: Leverage global agri-tech trends and sustainable food production.
Highlights:
- 40% Latin American Agricultural Equities & Farmland
- 20% Agri-Tech Venture Funds
- 15% Sustainable Food Production ETFs
- 15% Agriculture Infrastructure Bonds
- 10% Cash
8. Timeshare Acquisition & Tax Optimization Portfolio
Objective: Acquire timeshare assets to optimize tax deductions and diversify assets.
Highlights:
- 50% Timeshare & Vacation Property Acquisitions (Sunset World, Caribbean, international resorts)
- 20% Short-Term Bonds & Cash Equivalents
- 15% Real Estate Development Funds
- 10% Diversified Equities
- 5% Alternative Assets (REITs or hospitality funds)
Notes: Properties are selected for high occupancy, long-term growth, and tax optimization benefits. Structured with professional accounting and legal oversight.