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Home > Financial Services > Stock Brokers > Mosaic Funds Distributor, Llc.
Mosaic Funds Distributor, Llc.
The Company is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Since 1973 they were recognized that investing is a constant challenge. The structure of a portfolio, the selection of stocks and bonds, requires experience, skill and vision. It begins with a firm foundation and deep discipline, but involves a willingness to adapt and see things from a fresh perspective.
The Company experienced professionals manage with knowledge of the past and sensitivity to the future. They place a premium on quality investments, and pursue growth with an awareness of risk as well as rewards. This approach has served them well for many years through all kinds of markets.
Today, more than ever, they cherish the many long term relationships they were developed with their investors. Thank you for your interest in Mosaic, and they welcome the opportunity to work together. They were been doing it for some 30 years. This is their only business. From the beginning, they were been an independent, employee owned firm dedicated to creating high quality investment portfolios.
From the beginning, the Company convinced that most investors want solid returns without excessive risk. Each of their funds is designed to match a specific area of their management expertise to your goals. They work hard to provide you the best investment management possible.
In Madison, they are active members of a community that provides a balanced, meaningful working and living environment. Being a part of a vibrant university community helps create a positive foundation for investment decisions. Along with their headquarters in Wisconsin, they add the perspective from their Scottsdale, Arizona office, giving them another advantage point on the economic environment and markets.
The Company concentrates on higher rated, investment grade bonds. They do not stray from a fund's core investment objectives by adding risky or exotic securities in hope of achieving higher returns using numerous screens and economic indicators they track bond market and interest rate trends. They analysis includes the monitoring of interest rates, inflationary pressures, federal reserve policy, economic momentum, liquidity conditions and the psychology of the market.
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