How Madison Heights Advisors Makes a Difference

Duty. Client interests are placed above our own. Madison Heights Advisors is a Registered Investment Adviser licensed by the State of California (CRD 282556). We have a fiduciary duty to our clients.

Independence. Investment advisory fees are our sole form of compensation. Madison Heights Advisors does not receive any fees from mutual fund companies, broker dealers, insurance companies or any other entity.

Knowledge. Investment decisions are based on independent research, analysis, data, facts, and financial industry experience. We do not rely on media commentators, other investment managers, or any third party research and opinions.

Personal. Each client is regarded as unique. Extensive time is devoted to understanding clients’ investment objectives. An investment solution is tailored to clients’ individual needs and modified as they change.

Communication. We strive to provide exceptional client service. Clients are welcome to contact Madison Heights Advisors anytime, even outside normal business hours, to discuss matters relating to their account.

Custody. Madison Heights Advisors uses Shareholder Services Group (SSG) to custody client assets. SSG uses Pershing LLC, a subsidiary of The Bank of New York Mellon, for securities clearing and custody. BNY Mellon is the world’s largest custodian with over $27 trillion in assets under custody.


“Successful investing requires thoughtful attention to many separate aspects, all at the same time.”
Howard Marks, Oaktree Capital Management


Photo by Richard Wong, San Gabriel Mountains Sunset, Angeles National Forest, California