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At The Madison Group, we create a customized investment portfolio designed to meet your needs, as well as the needs of your family or organization, at every stage. With extensive investment experience, even through turbulent economic cycles, and with a proven record of high performance, our team is poised to offer you best-in-class research, products, and solutions.
Through any type of market – bear or bull – our clients trust that we’ve been there together before and we stay focused on their long-term plan.
What is discretionary Private Investment Management?
Private Investment Management (PIM) is a premium level of discretionary management that can offer you greater freedom to focus on what’s truly important to you. It could be an excellent fit if you prefer to delegate the day-to-day management of your investments to trusted, industry-leading professionals.
What is Advisory Investment Management?
This management style is well suited to those who wish to be involved with day-to-day investment decisions, with access to RBC’s world-class money managers and award-winning research.
It all starts with your Investment Policy Statement (IPS), where we uncover your unique needs, risk tolerance, and preferences.
Then, we build a customized portfolio that works best for you, informed by RBC’s leading research and strategy recommendations.
To ensure everything remains aligned to your IPS, we conduct continual third-party reviews and consistently monitor your progress.
These core values are our promise to you and what you can expect from us – each and every day.