MEMBERS® Managed Account Program

Managed accounts are portfolios designed for individuals to match their specific needs and managed by professional investment managers. Often these accounts offer an avenue for individuals to access investment managers that are generally available only to institutional-level investors.

Simplify to your advantage.

MEMBERS Managed Account Program (MAP) provides a comprehensive solution so that investing is made simple for you, including:

• Multiple investment strategies to match your objectives
  
  
• Professional, institutional-level portfolio management with continuous monitoring
  
  
• Best-in-class investments including mutual funds, index funds, exchange-traded funds (ETFs), and Real Estate Investment Trusts (REITS)
  
  
• A rebalancing strategy that ensures your allocation remains aligned with your objectives
  
  
• One advisory fee – no sales charges or loads on any investments in your portfolio.

Madison Asset Management

With years of experience, our managed account investment team at Madison Asset Management is solely focused on providing you with the highest level of portfolio management expertise.