Multi-Asset Portfolios

Active Portfolios for Diverse Risk Profiles

Madison’s Multi-Asset Portfolios are piloted by managers David Hottmann and Patrick Ryan, with over 40 years of combined experience, whose dynamic approach considers a long time frame, but encourages expedited change when favorable market conditions arise.

Our risk-aware, relative value approach to asset allocation is informed by constantly evaluating cyclical and secular macroeconomic indicators. We eschew headlines and herd-reaction; embracing a selectively-contrarian approach built to extract opportunity from the discrepancy between sentiment and real value. 

This flexible mandate is paired with non-heroic allocations to create broad diversification across asset classes, market capitalizations, investment styles, industries and geographies. 

Products

Alpha Advantage Portfolios

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We select active management funds that strive to outperform their benchmark index with higher return and lower risk.

ETF Portfolios

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Uses primarily exchange-traded funds (ETFs) designed to closely track the performance of a market index.

Tax-Sensitive Portfolios

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Seeks tax-efficient performance through the use of national municipal bond funds and other low expense, low turnover investments.

Conservative Allocation Fund

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Moderate Allocation Fund

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Aggressive Allocation Fund

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