Investment Advisory Services
Madden Funds Management (Madden) is a registered investment advisor (RIA) regulated by the Securities and Exchange Commission (SEC). We concentrate on two areas of investment advice and portfolio management.
Individuals and Trusts
We engage our clients in a consultative discovery process to learn their specific needs and desires related to their wealth, including; asset management, estate planning, asset protection and charitable giving, with a special focus on retirement income. For more information about our services for individuals and trusts, please visit Individuals.
The Advised 401(k)
An investment advisory program for 401(k) plans in which we serve as a fiduciary to the plan and provide managed portfolios and one-on-one advice to the plan’s participants. For more information about our 401(k) services please visit 401k.
Madden does not accept commissions and does not receive any compensation from the investments we recommend, assuring that we share the same goal as our clients; individuals and trusts, 401k plan sponsors and 401k participants.