Madden Creek Advisors

Madden Creek Advisors is a small registered investment adviser that provides discretionary investment management and integrated financial planning to high‑net‑worth individuals, trusts, corporations, pension and profit‑sharing plans, charitable institutions, foundations and endowments. The firm manages about $45.8 million for roughly 44 clients and delivers portfolio management on an asset‑under‑management basis.

The firm’s investment approach is long‑term and centered on asset allocation and Modern Portfolio Theory, with ongoing assessment of macroeconomic, fundamental and technical factors; each client receives a tailored Investment Policy Statement that outlines investment guidelines and any client‑imposed restrictions. Portfolios are built using no‑load mutual funds, ETFs, outside specialist managers and separately managed accounts, and the adviser will selectively recommend private funds and limited partnership structures when appropriate, coordinating with clients’ tax advisors as needed.

Relative to many peers, Madden Creek’s client mix includes pension and profit‑sharing plans and places notable emphasis on alternative and private partnership investments (hedge funds, private equity, venture capital, real estate), which can involve greater liquidity and long‑term risk. The firm also disclaims responsibility for voting client proxies and leaves proxy and class‑action matters to the custodian and client, a practice that differs from advisers who retain proxy‑voting authority.