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Morningstar Associates
Breakthrough investment solutions for the institutional market.
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Plan Evaluation and Design
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Investment Monitoring
Multi-Asset
Enhanced Investment Services
Now part of the Morningstar Investment Management division, Morningstar Associates has an institutional investment consulting capability that brings together all the specialized expertise and resources required for a complete spectrum of customized investment consulting and advisory solutions. The registered investment advisor’s perspective is shaped by Morningstar, Inc.’s history of analyzing investments for more than 25 years. Services are also guided by an understanding of how to best educate and empower investors.

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