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Madison Trust Company Makes It Easy for Private Equity and Hedge Fund Managers to Increase AUM by Tapping into Their Investors' Retirement Accounts

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Madison Trust Company Makes It Easy for Private Equity and Hedge Fund Managers to Increase AUM by Tapping into Their Investors' Retirement Accounts

Madison Trust Company, one of the nation's leading custodians of alternative investments, announced today that it has formally launched its "Let's help fund managers increase AUM" campaign.

PR Newswire

SIOUX FALLS, S.D., Aug. 1, 2018 /PRNewswire-PRWeb/ -- Madison Trust Company, one of the nation's leading custodians of alternative investments, announced today that it has formally launched its "Let's help fund managers increase AUM" campaign. Here's the story behind the campaign.

As a Self-Directed IRA custodian, Madison Trust invests its clients' retirement money into the alternative asset of their choice. The investments that it holds range from – the more popular – real estate, IRA LLCs, small businesses, private loans, non-publicly-traded funds, and precious metals to – the more exotic – cattle, timber, soy beans, solar farms, and race horses.

"With such a diverse mix of alternatives," said Daniel Gleich, Madison Trust's President, "it was interesting to see so much positive feedback coming in from the managers of the non-publicly-traded funds that our clients invested in." These private equity and hedge fund managers really appreciate Madison Trust's quick turn-around, investor-friendly fee schedule, and highly educated support staff.

As a result, Madison Trust's Board of Directors decided to focus more of its resources on the non-publicly-traded fund universe. This has continued to increase Madison Trust's relationship with the private equity and hedge fund world, and has helped Madison Trust form a niche that addresses the unique needs of fund managers. To date, Madison Trust has already helped fund managers raise hundreds of millions of dollars.

"Wanting to expand our reach into the non-publicly-traded fund world required us to think outside the box," said Brian Finkelstein, Madison Trust's Chairman, "because our trust charter only allows us to place and hold investments for our clients. It does not allow us to recommend investments." Unable to send its clients to the fund managers, Madison Trust decided to launch a campaign that will proactively help fund managers increase their AUM by tapping into their existing investor's retirement accounts.

About Madison Trust Company

Founded in 2014, Madison Trust is led by three partners, each of whom share a common passion for empowering individuals to take control of their retirement funds. For the past four years, Madison Trust has been helping savvy individuals invest their retirement funds into a vast array of alternative investments – investments that they understand and believe in. Today, Madison Trust has clients in all 50 states and over $1.1 billion in assets under custody.

Madison Trust has developed a stellar reputation for its honesty and integrity, and an unrivaled ability to handle the complexities and nuances that alternative investments require. Fund managers have grown accustomed to Madison Trust's unparalleled level of client support and attention to detail. While individual investors have grown accustomed to Madison Trust's low (flat-rate) annual fee regardless of the amount in their account.

 

SOURCE Madison Trust Company

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