• What Makes Us Different

Typical Institutional
  • Product/cookie cutter strategy
  • Limited client integration or consideration
  • Not statutory or IPS compliance proficient
  • Client service representative contact vs. portfolio manager contact
Madison Scottsdale
  • Customized investment program
  • Experienced in navigating statutory regulatory and accounting environment
  • Consideration and flexibility for IPS and client specific investment tolerances
  • Client integrated and proactive
  • Assigned management team – direct point of contact to portfolio manager
  • Schedule D reporting
  • Customized 24/7 online reporting capabilities