The Service Spectrum
Typical Institutional
Managers
Managers
- Product / Fund Oriented
- Not Client Integrated
- Only IPS compliant if an existing product is within IPS parameters
- Account Representative
- Limited reporting capabilities
- Not Insurance and statutory regulations proficient
Madison Scottsdale
Investment Counsel
Investment Counsel
- Customized investment program
- Client Integrated and Proactive
- Flexibility to be IPS compliant
- Assigned Management Team led by the lead portfolio manager
- Custom reporting capabilities
- Schedule D Reporting
- Vast expertise in the insurance regulatory and accounting environment
