Morningstar Investment Services, Inc.
Investment choices for fee-based, independent advisors.
How to Access Our Portfolios
ContactTo reach a Regional Sales Director, please call +1 877 626-3224.
For AdvisorsIf you are interested in offering portfolios from Morningstar Investment Services, please contact your home office. Portfolios are also available through the Morningstar® Managed Portfolios program
For InvestorsPlease ask your advisor whether he or she offers Morningstar Investment Services portfolios, either via an advisory platform or the Morningstar® Managed Portfolios program
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