Fund Manager Partnerships Leverage Madison Trust’s experience serving fund managers and its AUM growth initiative to establish co-marketing and referral partnerships with private real estate sponsors and other alternative asset issuers.

Nationwide Advisor Outreach With a nationwide client base and strong BBB rating, pursue independent RIAs, broker-dealers, and advisory firms seeking compliant self-directed custody for alternative assets to broaden their product offerings.

Cross-Sell Opportunities Existing clients active in alternative assets provide a clear path to cross-sell additional asset classes and custody services, supported by testimonials and smoother onboarding.

Tech-Enabled Growth Capitalize on the current technology stack to improve onboarding, client experience, and integrations with fund administration platforms, enabling scalable growth and easier partner workflows.

Campaign-Driven Expansion Replicate and optimize past AUM-focused campaigns by targeting fund sponsors and asset issuers, using data-driven messaging to attract larger funds and increase activation of underutilized capabilities.