Our sevices
Investment & Asset Management Services
- Institutional Asset Management – Customized portfolios for pension funds, endowments, and foundations.
- Private Wealth Management – Tailored portfolio management for high-net-worth individuals and families.
- International & Global Investments – Access to international equities, bonds, and alternative assets.
- Emerging Markets Investment Strategies – Exposure to high-growth economies.
- Alternative Investments – Hedge funds, private equity, real estate, and venture capital opportunities.
- Portfolio Rebalancing & Tactical Allocation – Active portfolio adjustments to align with market conditions.
- Fixed Income & Bond Management – Investment-grade corporate bonds, municipal bonds, and global fixed-income strategies.
Advisory Services
- Investment Advisory – Personalized guidance on asset allocation, security selection, and risk management.
- Strategic Financial Planning – Comprehensive planning for growth, cash flow, and wealth protection.
- Risk Management & Scenario Analysis – Stress testing portfolios against economic and geopolitical risks.
- Sector & Thematic Investment Insights – Guidance on trends like AI, renewable energy, infrastructure, and digital connectivity.
Retirement & Employee Benefit Services
- Retirement Plan Design & Consulting – 401(k), 403(b), pension plans, and executive deferred compensation.
- Fiduciary Oversight & Governance – Ensuring plans comply with ERISA and regulatory requirements.
- Participant Communication & Education – Resources to help employees make informed decisions.
- Cost Analysis & Expense Optimization – Monitoring plan costs and investment fees.
Tax, Estate & Legacy Planning
- Tax-Efficient Investment Strategies – Minimizing taxable events, managing capital gains and losses.
- Estate Planning & Wealth Transfer – Multi-generational planning, trusts, and charitable giving strategies.
- Philanthropic Planning – Structuring charitable contributions and donor-advised funds.
- Coordination with Legal and Accounting Professionals – Integrating investment, tax, and legal strategies.
Specialized & Advisory Solutions
- Sustainable & ESG Investing – Environmentally and socially responsible investment strategies.
- Infrastructure & Real Asset Investments – Smart city projects, transportation, and energy infrastructure.
- Technology & Innovation Exposure – AI, automation, cloud infrastructure, and next-gen tech investing.
- Agriculture & Food Technology – Latin America-focused agricultural investments and agri-tech opportunities.
Reporting & Transparency
- Custom Performance Reporting – Detailed reporting on portfolio performance, attribution, and benchmarks.
- Bloomberg Terminal Access & Analytics – Institutional-quality data for informed decision-making.
- Risk & Compliance Reporting – Monitoring regulatory compliance, liquidity, and portfolio risk metrics.
Madison Advisory Group Inc. continues to demonstrate disciplined portfolio management across international markets, leveraging macroeconomic insight and rigorous risk controls to deliver consistent long-term growth for high-net-worth and institutional clients.” - Brad Stone
– Bloomberg.com
Our Partners
