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| | | | Comprehensive Solution | | Morningstar® Managed Portfolios delivers well-defined portfolio options that are built on proprietary data and methodologies, an experienced investment team, and a competitive fee structure. The result is a complete investment program that provides advisors with the level of flexibility, control, and confidence to deliver sound solutions to their clients. | | |
| | | Achieve alignment: Linking strategies to client goals | | |
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| | | The range of portfolios allows you to align client goals with specific strategies, whether those strategies focus on long-term growth of capital, generating current income, or a combination of these objectives. | | | | | Save time: Focus on client relationships | | |
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| | | Managed Portfolios provides you with a complete suite of integrated services. You work efficiently with more time to focus on relationship management. Save time researching investments and reduce the need to monitor and adjust portfolios. | | | | | Customized information: Prepare for each account | | |
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| | | Provide each client with communications that demonstrate key investing principles, describe the unique benefits of Managed Portfolios, and explain the advantages of working with a financial advisor to achieve personal financial goals. Easily produce client communications that support your recommendations. | | | | | Client education: Selling sound investment concepts | | |
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| | | Advisors can access educational material that helps explain important investing concepts, such as diversification, dollar cost averaging, and investing in mutual fund asset allocation programs. | | | | | Quality and reliability: A true cost-efficient solution | | |
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| | | Managed Portfolios can be cost efficient for advisors looking to deliver a quality program backed by a respected, professional service team. Pricing is based upon account assets under management. |
| | | | 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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