Multi-Asset Solutions
Active and Dynamic Investment Management. On Your Team.
Madison’s Multi-Asset Solutions Team brings decades of experience analyzing global macroeconomic trends and the complex relationships between asset classes, markets, and industries. Leveraging a broad network of industry research and the diverse specialties of Madison’s 40+ investment professionals, Portfolio Managers Patrick Ryan and Stuart Dybdahl distill market insights into actionable investment opportunities and risk management strategies. Serving independent advisors, credit unions, institutions, and individual investors, our multi-asset solutions are designed to align with specific investment objectives and deliver consistent, risk-aware results.
Philosophy and Approach
Our philosophy centers on mitigating losses in difficult markets while strongly participating in advancing markets. We believe that active asset allocation and risk management will lead to increased long-term investment success. We employ a rigorous investment process that pairs top-down, global macro research with bottom-up analysis of asset classes, sectors, and investment solutions. Our dynamic approach seeks to generate excess returns by strategically deviating from benchmark allocations.
Strategies
-
Madison’s Mosaic Model Portfolios are actively managed, risk-aware, and globally diversified asset allocation portfolios that span the risk/reward spectrum. The carefully curated series of distinct portfolios across ETF/Mutual Fund and ETF mandates is focused on delivering strong risk-adjusted returns over a full market cycle.
Custom Allocation Portfolios
Madison’s Custom Allocation Portfolios are actively managed, risk-aware solutions tailored to your specific goals and circumstances. Each portfolio draws on the Multi-Asset Solutions team’s top-down macro and market insights, combined with extensive bottom-up research from Madison’s network of investment professionals across markets, sectors, and styles.
Multi-Asset Solutions Team
Patrick Ryan, CFA®
Chief Investment Strategist, Head of Multi-Asset Solutions, Portfolio Manager
Stuart Dybdahl, CFA®, CAIA®
Portfolio Manager, Analyst
Mindi Endres
Client Service Associate
Josh Oldenburg
Investment Specialist – Multi-Asset Solutions
David Scharf
Client Service Associate
Tim Van Pelt, JD, CTFA
Head of Private Client Group
Mathew Weiss, CFP®
Client Service Associate
Related Insights
Madison’s expectation is that investors in the strategy will participate near fully in market appreciation during bull markets and experience something less than full participation during bear markets compared with investors in portfolios holding more speculative and volatile securities. Therefore, the investment philosophy is intended to represent a conservative investment strategy. There is no assurance that Madison’s expectations regarding this investment strategy will be realized.
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.
Diversification does not assure a profit or protect against loss in a declining market.