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Morningstar® Managed Portfolios
Investment choices for fee-based, independent advisors.
Overview
Investment Philosophy and Process
Mutual Fund Portfolios
Select Stock Baskets
ETF Portfolios
Working With Morningstar Investment Services
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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