Madison Global Advisors LLC

Madison Global Advisors, LLC is a registered investment advisor firm established in May 2017, with assets under management of approximately $80 million. The firm specializes in providing financial planning services and portfolio management to individuals and businesses in New York and other states. As a fiduciary, Madison Global Advisors places clients' financial concerns ahead of its own and acts in the best interests of clients. Services offered include financial planning, portfolio management, and tailored investment strategies. The firm charges an annual fee of 2% or less based on assets under management, deducted quarterly from client accounts. Clients have investment discretion, allowing them to set guidelines and restrictions for their portfolios. Investment strategies may include long-term and short-term purchases of various securities. The firm utilizes methods such as charting, fundamental analysis, technical analysis, and cyclical analysis to manage risk and maximize long-term goals. Clients receive ongoing account reviews, and the firm does not charge performance-based fees. The firm's principals, including Anton Gerdes and David Kaplan, have extensive experience in the financial industry and are committed to high standards of business conduct and fiduciary duty.