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 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.
. 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.
