Mosaic by Madison Investments
Mosaic represents Madison’s global multi-asset product suite spanning the risk spectrum with distinct portfolios across active/passive, ETF and Tax-Sensitive mandates.
The team, piloted by managers Patrick Ryan and Stuart Dybdahl, 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 should 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.
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Asset Allocation
Video: Philosophy and Approach
Portfolio managers Patrick Ryan and Stuart Dybdahl share the team's philosophy and approach to multi-asset investing.
Mosaic Model Portfolios
Seeks to provide superior risk-adjusted returns over a full market cycle. The series utilizes a combination of actively managed mutual funds and passively managed ETFs. Actively managed funds provide the potential for greater upside and/or lower downside returns. The Mosaic portfolios are designed for investors who are willing to pay a slightly higher cost for the prospect of a more favorable long-term return experience.
Strategy Overview & Quarterly UpdateMosaic ETF Model Portfolios
Seeks to provide superior risk-adjusted returns over a full market cycle. The series predominantly uses ETFs, but at times will hold a limited amount of actively managed funds for special situations and/or illiquid asset classes. The ETF portfolios are designed for cost conscious investors and/or investors preferring the potential for greater market participation.
Strategy Overview & Quarterly UpdateMosaic Tax-Sensitive Model Portfolios
Seeks to provide a balance between return optimization and tax minimization. The lower-turnover series utilizes ETFs and national municipal bond funds. The Tax-Sensitive portfolios are designed for investors in high tax brackets, looking to minimize the tax impact of investing.
Strategy Overview & Quarterly UpdateMulti-Asset Solutions Team
Stuart Dybdahl, CFA®, CAIA®
Portfolio Manager, Analyst
Patrick Ryan, CFA®
Chief Investment Strategist, Head of Multi-Asset Solutions, Portfolio Manager
ContactPatrick serves as Portfolio Manager and Head of Madison’s Multi-Asset Solutions Team. Patrick is a member of the firm’s Investment Risk Oversight Committee and a Madison Investments Foundation board member. Patrick started in the financial services industry in 2000. He joined Madison in 2009 from Members Capital Advisors, where he was a Senior Analyst responsible for managing their asset allocation program. He holds a bachelor’s degree in Finance from the University of Wisconsin, graduating with distinguished honors. He is a CFA charterholder.
Stuart, CFA, CAIA, serves as Portfolio Manager and Investment Analyst for the Multi-Asset Solutions team at Madison Investments. He earned a B.A. in accounting and business management from Luther College. Stuart is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, and 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”). MAM and MIA are registered as investment advisers 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 for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
All investing involves risks including the possible loss of principal. There can be no assurance the asset allocation portfolios will achieve their investment objectives. The portfolios may invest in equities which are subject to market volatility. In addition to the general risk of investing, the portfolio is subject to additional risks including investing in bond and debt securities, which includes credit risk, prepayment risk and interest rate risk. When interest rates rise, bond prices generally fall. Securities rated below investment grade are more sensitive to economic, political and adverse development changes. International equities involve risks of economic and political instability, market liquidity, currency volatility and differences in accounting standards.
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 for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security and is not investment advice.
All investing involves risks including the possible loss of principal. There can be no assurance the asset allocation portfolios will achieve their investment objectives. The portfolios may invest in equities which are subject to market volatility. In addition to the general risk of investing, the portfolio is subject to additional risks including investing in bond and debt securities, which includes credit risk, prepayment risk and interest rate risk. When interest rates rise, bond prices generally fall. Securities rated below investment grade are more sensitive to economic, political and adverse development changes. International equities involve risks of economic and political instability, market liquidity, currency volatility and differences in accounting standards.