Madden Asset Management

Madden Asset Management serves individuals (including high‑net‑worth clients), as well as corporations, trusts, foundations, endowments, estates and other organizations, offering discretionary and non‑discretionary investment supervisory services and investment management consulting. The firm also refers clients to third‑party managers and may enroll appropriate accounts in custodial wrap programs.

MAM develops individualized client profiles and investment policy guidelines to guide portfolio decisions, emphasizing multi‑asset allocation across equities, fixed income, cash equivalents and alternative investments and using both fundamental and technical analysis. Depending on client objectives, strategies can include long‑ and short‑term holdings, options and margin transactions, and the firm will delegate portions of portfolios to third‑party advisors when authorized.

Notably, MAM manages roughly $794 million of client assets with a small advisory team, producing an unusually high amount of assets under management per advisor and a large proportion of assets managed on a discretionary basis. The firm operates as a division of a larger securities organization and discloses an affiliation with another registered investment adviser through an affiliated person; it generally does not vote client proxies, leaving proxy voting to clients unless a third‑party manager accepts that responsibility.