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.
With over 40 years of combined experience, the team, piloted by managers Patrick Ryan and David Hottmann 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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Video: Philosophy and Approach
Portfolio managers Patrick Ryan and Stuart Dybdahl share the team's philosophy and approach to multi-asset investing.
Mosaic 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 | Fact Sheet | HoldingsMosaic ETF 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 | Fact Sheet | HoldingsMosaic Tax-Sensitive 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 | Fact Sheet | HoldingsMulti-Asset Solutions Team
David Hottmann, CFA®, CPA®
Portfolio Manager, Analyst
Stuart Dybdahl, CFA®, CAIA®
Portfolio Manager, Analyst
Patrick 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 board member of the Madison Investments Foundation. 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.
David serves as a portfolio manager on the Madison Mosaic Portfolios and the Madison Asset Allocation Funds. David has been working in the financial services industry for over 30 years. He joined Madison in 2009 from ACS Johnson Investment Advisors where he served as Chief Investment Officer. He earned his BBA in accounting & finance from the University of Wisconsin-Madison. David is a CFA charterholder and a Certified Public Accountant.
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.
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.