Since 1974, Madison Investment Advisors has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. As an employee-controlled firm, our clients work with us because of our experience and commitment to excellence. Investing involves Risk · Not FDIC Insured · No Bank or Credit Union Guarantee · May Read more [...]
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CUNA Mutual Retirement Solutions designs simple and practical retirement programs that help hard-working Americans save for the future. For more than fifty years, we have been a leading provider of qualified and nonqualified retirement solutions that delivers service excellence and customer-focused, best-in-class products. With nearly $17 billion assets under administration and over 6,900 retirement plans Read more [...]
Our goal with the Plumb Funds is to provide a solid foundation for your investment portfolio. As builders will explain, the strength of a plan, and thus its outcome, hinges on whether the foundation is plumb, square and true; only then do you have a solid structure up which to build. As core managers, we Read more [...]
Thompson Investment Management, Inc. (TIM) is an independent registered investment advisor based in Madison, Wisconsin, that offers Investment Portfolio Management, Retirement Plan Services and Mutual Funds to individuals, businesses and foundations. In addition, we provide advice and guidance to clients who may have a multitude of financial objectives. We are keenly aware of the trust Read more [...]