MADDEN FUNDS MANAGEMENT

Overview

Madden Funds Management is an independent registered investment adviser that has been operating since 1995 and manages portfolios primarily for individuals and families. The firm charges clients a percentage of assets under management and offers financial planning, ongoing portfolio management for both individuals and small businesses, and publishes periodic client communications. Its asset allocation profile is equity‑centric, favoring exchange‑traded equities as the core building block across client portfolios rather than a heavy dependence on fixed income or cash positions. The firm does not position itself as an ESG investor and is run under individual ownership. Madden’s practice model appears to combine discretionary portfolio management with written investor communications, which suggests a blend of hands‑on portfolio oversight and client education. Custody is centralized with Fidelity, indicating the firm leverages a major custodian platform for trading, reporting and custody services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices