Supplier Directory

Madison Investment Advisors

Madison's Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients' balance sheet risk profiles.

Bob Lindner
Vice President - Dir. CU Business Development
550 Science Drive
Madison, WI 53711
Most Recent Article
Most Recent Press Release
Supplier Demo

Have a demo to feature?
Contact our team.

CreditUnions.com
Scroll to Top