Kathleen Wilhelmsen's Contact Details

Kathleen Wilhelmsen's Company Details

Madison Investment Advisors Inc

Madison, WI, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Madison Investments is 100% employee-owned and has been based in Wisconsin's capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $16 billion in assets across a suite of mutual funds, managed accounts and customized portfolios.The catalyst for Madison's growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include fixed income, multi-asset solutions, U.S. equity, dividend income and covered call, Madison Scottsdale (insurance company asset management) and credit union investment management.In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.