Asset
Allocation

Madison’s Asset Allocation Portfolios are piloted by managers Patrick Ryan and David Hottmann. With over 40 years of combined experience, the team has deep experience monitoring worldwide macroeconomic trends and their associated investment implications.

Our philosophy centers on mitigating losses in difficult markets, while strongly participating in advancing markets. We believe that efficient active asset allocation and downside volatility mitigation will lead to increased long-term client investment success. We strive to deliver the consistent and reliable performance needed for our investors to enjoy a successful and emotionless investment experience.


Conservative Allocation

This portfolio may be suited for investors who have a low to moderate risk tolerance and consider stability of principal versus investment growth important.

Madison Conservative Allocation Fund | Fact Sheet

Moderate Allocation

This portfolio may be suited for investors who have generally have a moderate to moderately aggressive risk tolerance and desire steady, moderate growth of portfolio value over time.

Madison Moderate Allocation Fund | Fact Sheet

Aggressive Allocation

This portfolio may be suited for investors can assume a higher degree of risk for a potentially greater long term appreciation.

Madison Aggressive Allocation Fund | Fact Sheet

Patrick Ryan, CFA®
Head of Multi-Asset Solutions, Portfolio Manager
David Hottmann, CFA®
CPA, Portfolio Manager
Stuart Dybdahl, CFA®
Investment Analyst

Patrick Ryan, CFA®

Head of Multi-Asset Solutions, Portfolio Manager
Contact

Patrick, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. Patrick has been working in the financial services industry since 2000 and joined Madison in 2009. He earned his BBA in finance from the University of Wisconsin-Madison.

David Hottmann, CFA®

CPA, Portfolio Manager
Contact

David, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. David has been working in the financial services industry for over 25 years; he joined Madison in 2009. He earned his BBA in accounting & finance from the University of Wisconsin-Madison. David is a member of the Investment Strategy Committee.

Stuart Dybdahl, CFA®

Investment Analyst
Contact

Stuart, CFA, serves as an investment analyst for Madison’s Multi-Asset Solutions Team. Stuart has been working in the financial services industry since 2014. He earned a B.A. in accounting and business management from Luther College. Stuart is FINRA registered.

“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. MAM and MIA are registered as an investment adviser with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison's toll-free number is 800-767-0300. | Any performance data shown represents past performance. Past performance is no guarantee of future results. | Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate. | This website is intended to be for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.
Consider the investment objectives, risks, and charges and expenses of Madison Funds carefully before investing. Each fund's prospectus contains this and other information about the fund. Call 800.877.6089 or visit madisonfunds.com to obtain a prospectus and read it carefully before investing.