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.
The Morningstar® Managed Portfolios Program is offered by Morningstar Investment Services LLC, a registered investment advisor and subsidiary of Morningstar Investment Management LLC. The Program is 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. Portfolio construction and ongoing monitoring and maintenance of the portfolios within the Program is provided on Morningstar Investment Services' behalf by Morningstar Investment Management LLC, a registered investment advisor and subsidiary of Morningstar, Inc.