Investment Companies in Madison, WI

Coordinated Capital Securities. is your full-service FINRA registered broker dealer and state registered investment advisor established in 1983. Our network of registered representatives specialize in long term investment plans, asset accumulation and college education planning. Message From Our CEO We built this company around a simple premise: be large enough to serve you and tiny enough to know you.

As a premier financial services organization we'll supply quality financial products and services to assist empower our customers to make informed decisions. We work with businesses and individuals in developing customized solutions that are consistent with our customer's aims objectives. We accomplish this through a staff approach utilizing our Financial Specialists.

The no-load Madison Mosaic Funds are advised by Madison Investment Advisors, an independent and employee-owned company dedicated to delivering investors with disciplined, risk-conscious investments since 1974. Our goal is to participate and protect ; seeking to completely participate in up markets and protect capital in down markets.

Cardinal Capital Management. supports housing preservation and multi-family housing development. Our goal is to protect and preserve affordable housing for low and moderate income households. Our expertise is in delivering asset management solutions to property owners. Cardinal supplies quality asset management and is hired to acquire, administer, and/or dispose of real estate.

Index Funds Advisors. IFA is a fee-only Independent Financial Advisor ifa, registered with the US Securities and Exchange Commission. Index Funds Advisors IFA is a fee-only independent financial advisor that supplies wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds.

Nakoma Capital Management is a SEC-registered investment advisor situated in Madison, Wisconsin. The investment staff manages separate accounts and limited partnerships designed to produce an absolute rate of return commensurate with the stock market with risk levels similar to the bond market. The company employs a style-agnostic, expectations investment approach.