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

Download Profile Sheet

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

ETF Portfolios

Download Profile Sheet

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

Tax-Sensitive Portfolios

Download Profile Sheet

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

Conservative Allocation Fund

View Details Off-site

Please click the link above to visit Madisonfunds.com for information about this fund.

Moderate Allocation Fund

View Details Off-site

Please click the link above to visit Madisonfunds.com for information about this fund.

Aggressive Allocation Fund

View Details Off-site

Please click the link above to visit Madisonfunds.com for information about this fund.


  • “Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC, which also includes the Madison Scottsdale office.  Madison Funds are distributed by MFD Distributor, LLC.  Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission.  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. 

    Madison Investments shares all personnel and resources at their Madison, Wisconsin location. Statistical data is for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc. and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Refer to each entity’s Disclosure Brochure for more information.

Expand