About Us Overview

Committed to You
MEMBERS® Mutual Funds are advised by Madison Asset Management LLC, a subsidiary of Madison Investment Advisors, an independent and employee-owned firm committed to providing investors with disciplined, risk-conscious investments since 1974. Our objective is to "participate and protect"; seeking to fully participate in up markets and protect capital in down markets.

Balanced, Intelligent Investing
At MEMBERS® Mutual Funds, we know that chasing the trendy and glamorous is not the surest way to reach a goal. Rather, we value patience, persistence and quality as the surest route to financial success. With our funds, you'll find balanced, intelligent choices that will make proper asset allocation easier to maintain as you carry out your long-term investment strategy. Each MEMBERS® Mutual Fund plays a distinct role in an asset allocation strategy, which we know can be invaluable to long-term investment success.

Experienced Fund Managers
Our lineup of fund managers have national reputations and proven, competitive performance records. With investment experience averaging over 20 years, our fund managers have participated in rising markets (bull market of the 90s), as well as tough markets (fall of 1987 and post-9/11 bear market). This assures our investors of the kind of expert management they can count on.

Informed advisors
Your financial advisor has direct access to our fund managers—something few investment managers provide. This helps your advisor in making informed investment recommendations for you. With the proper mix of funds, your advisor can help you build the proper portfolio designed especially for you and your goals.

An honest, straightforward approach
We strive to maintain a family of funds that are easy to understand; making it clear how each fund complements the others. Each fund has a specific purpose and investment goal. And,we intentionally do not offer a large number of funds that can often result in overlap of asset classes, investment style and individual securities. Our driving goal is to help our investors succeed with their long-term investment programs.

Move confidently into the future.

Fund managers:

John Brown
Frank Burgess
Jack Call
Ray DiBernardo
Bruce Ebel
Richard Eisinger
Dave Halford
Matt Hayner
David Hottmann
Dan Julie
Paul Lefurgey
Patrick Ryan

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*MEMBERS® Mutual Funds are distributed by Mosaic Funds Distributor, LLC.

For more complete information about MEMBERS® Mutual Funds, including charges and expenses, obtain a prospectus from your representative, by calling 1-800-877-6089 or by clicking on the prospectus section to view or download a prospectus. Read it carefully before you invest or send money. Consider the investment objectives, risks and charges and expenses of the investment carefully before investing. The prospectus contains this and other information about the investment company.

MEMBERS® Mutual Funds are not deposits in, or obligations of, and are not guaranteed by, any financial institution and are not federally insured.

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