Morningstar® Managed Portfolios
Investment choices for fee-based, independent advisors.
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At Morningstar Investment Services, we use unbiased, objective research from Morningstar, Inc. to create a lineup of investment choices called Morningstar® Managed Portfolios. Offered only by fee-based, independent financial advisors, each portfolio we create is built for the long term and managed with a keen eye on risk. Morningstar Managed Portfolios gives advisors the support they need to stay focused on client needs, including a dedicated service team for account-related questions, a website with up-to-date performance information, and client-ready communications.
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