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Insurance Experts
8777 North Gainey Center Drive, Suite 220
Scottsdale, Arizona 85258Locate in Google Maps
Telephone: 480-596-3338
Fax: 480-596-3303
E-Mail: info@madisonscottsdale.com
www.madisonscottsdale.com
About Us
Services
Qualifications
Software Platforms & Technology Used
Professional Memberships
Service Area
Personnel

About Us
Our team in Scottsdale has focused exclusively on the investment needs of insurance companies for over 20 years. Our deep expertise in the insurance regulatory and tax environments fosters our understanding of the impact investment decisions can have on an insurance company's operational objectives. As the Insurance Asset Management Division of Madison Investment Advisors, LLC, we have the depth of resources of the entire Madison Organization at our disposal, which includes more than 50 investment professionals. We can function as your "Outsourced CIO" or provide services on an a la carte basis.
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Services Rendered
Insurance Consulting; Insurance Company Asset Management; Customized Insurance Asset Management Based on Each Insurer's Operational Objectives and Constraints; Fixed Income Management - Book Yield or Total Return; Equity Management for Income and/or Growth; Comprehensive Operational and Financial Analysis; Asset Allocation Design/Review; Investment Policy Statement Design/Review; Integration of Investment Strategy with Operational Objectives and Constraints; ERM Considerations; Interest Rate Sensitivity Analysis; Peer Analysis; Stress Testing and Modeling; Rating Agency Support; Financial Reporting including Schedule D where needed
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Software Platforms & Technology Used
  • BondEdge: Fixed Income Analytics
  • Clearwater Analytics
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Qualifications
Each one of our portfolio managers has worked with insurance companies for at least 20 years. Consequently, we possess an uncommon depth of knowledge and experience in the regulatory and accounting issues insurers face on a daily basis.
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Additional Locations
Madison Investment Advisors
550 Science Drive
Madison, Wisconsin 53711
Telephone: 800-767-0300
www.madisonadv.com
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Professional Memberships
  • PIAA - Physicians Insurers Association of America
  • PCI - Property Casualty Insurers Association of America
  • NCIA - Nevada Captive Insurance Association
  • VCIA - Vermont Captive Insurance Association
  • NAMIC - National Association of Mutual Insurance Companies
  • IASA - Insurance Accounting & Systems Association
  • CFA Institute
  • IMCA - The Investment Management Consultants Association
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Service Area
Serving the United States and Bermuda
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Personnel Information
Firm Members
Donald J. Miller, CFA, Managing Director & Portfolio ManagerWilliam K. Fain, Managing Director & Portfolio Manager
Anjanette Fowler, Managing Director & Portfolio ManagerMarian Quade, CFA, Vice President & Portfolio Manager
Walter Dewey, CFA, Vice President & Portfolio ManagerAlyssa Johnson, Assistant Vice President & Investment Analyst
Jeff Matthias, CFA, Vice President & Portfolio StrategistPaul Lefurgey, CFA, Executive Director & Head of Fixed Income for Madison Investment Advisors
Jay Sekelsky, CFA, Executive Director & Chief Investment Officer of Madison Investment AdvisorsSteve Cherrier, CFA, Portfolio Manager