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| | | | Advisor Support Services | | Morningstar® Managed Portfolios spans the financial services spectrum—investment management, operations, technology, service, sales & marketing, and compliance. The Morningstar Investment Services team provides advisors with the support they need through regional directors and a dedicated internal service team that can address technical, management, and communications questions. Every member of our team is focused on delivering an enhanced investment management experience. | | |
| | | Brand recognition: A trusted name among investors | | |
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| | | Morningstar Investment Services operates as your behind-the-scenes support staff. You focus on providing advice while leveraging one of the most recognized and trusted brands in the industry. | | | | | Product training: Maximize the advantages of Managed Portfolios | | |
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| | | Get up to speed quickly with onsite training and online instruction. All tools are developed by Morningstar Investment Services to support advisors in marketing Managed Portfolios, managing client accounts, and fully utilizing all the resources provided with this end-to-end solution. | | | | | Marketing support: Tools that adapt to your needs | | |
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| | | Use the suite of communication tools to promote this comprehensive investment program to potential clients—from brochures and presentations to educational pieces and portfolio reports. Many are customizable and available online for easy access. | | | | | Multi-channel client service: Assistance and information when you need it | | |
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| | | Advisors have direct access to Morningstar Investment Services’ highly trained staff to assist with implementing accounts, provide technical support, or answer questions about customer portfolios. Managed Portfolios advisors can receive information and support from Morningstar through a toll-free number and email. |
| | | | Take Action | | |  | | | | | Learn More | | | | | | | | | Customer Support | | | |
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| | The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. Morningstar Managed Portfolios are offered by Morningstar Investment Services, Inc. Portfolios offered by Morningstar Investment Services are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative. | |
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