How we invest | The Madison Group

Proven expertise, world-class advice

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.

A disciplined process that works

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.

To offer our clients a premium discretionary Private Investment Management (PIM) service, we adhere to the highest standards in ethics, education, and experience while following our proven process.

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.

Experience. Integrity. Exceptional service.

These core values are our promise to you and what you can expect from us – each and every day.