Investing in Non-Publicly-Traded Funds

Madison Trust Company

Investing in
Non-Publicly-Traded Funds

It’s easier than you think to invest your retirement money into your favorite non-publicly-traded fund.
Like most people, you probably never heard of this, because the traditional brokerage houses (e.g. Fidelity, Vanguard, Schwab) only hold publicly-traded funds. Madison Trust, however, only holds alternative assets like non-publicly-traded funds. Think of us as a bridge, connecting you’re your retirement account to your favorite non-publicly-traded fund.

At Madison:

We are here for you every step of the way:
We believe in providing good old-fashioned customer service. We care about each and every client, and live by the mantra, “It’s not the employer who pays the wages; they only handle the money. It’s the customer who pays the wages.”

Our fees are fixed at a low rate (they’re never asset-based):
We don’t believe that asset-based holding fees need to be changed to provide outstanding customer service. Our clients all pay the same low (flat-rate) annual fee regardless of the amount in their IRA.

Investors and their fund managers love working with us:
Our entire team has a positive can-do attitude. Every member of our staff has the product knowledge and professionalism to ensure a pleasant experience. We work hard to maintain our A+ rating from the Better Business Bureau.

To get started, call us at (800) 721-4900

How it works
(in 90-seconds)