Portfolio Management
We primarily offer discretionary portfolio management services. In limited circumstances, we may also offer non-discretionary portfolio management services. Our investment advice is tailored to meet our clients' needs and investment objectives. Should you retain us for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. As part of our portfolio management services, we may customize an investment portfolio for you according to your risk tolerance and investing objectives.
Once we construct an investment portfolio for you, we will monitor your portfolio's performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. Madison Asset Advisors generally invests in low-cost mutual funds and exchange-traded funds. Depending on specific client circumstances and objectives, individual equity securities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities, US Government securities, and options contracts on securities can also be included in portfolios.
Once we construct an investment portfolio for you, we will monitor your portfolio's performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. Madison Asset Advisors generally invests in low-cost mutual funds and exchange-traded funds. Depending on specific client circumstances and objectives, individual equity securities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities, US Government securities, and options contracts on securities can also be included in portfolios.
Financial Planning
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We offer financial planning services, which
typically involve providing a variety of advisory services to clients regarding
the management of their financial resources based upon an analysis of their individual
needs. These services can range from broad, comprehensive, financial planning
to consultative or single subject planning. Should you retain our firm for
financial planning services, we will meet with you to review your financial circumstances and objectives.