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Morningstar® Managed Portfolios
Investment choices for fee-based, independent advisors.
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Investment Philosophy and Process
Mutual Fund Portfolios
Select Stock Baskets
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Working With Morningstar Investment Services
Select Stock Baskets
At Morningstar Investment Services, we develop our lineup of Select Stock Baskets using objective stock research from Morningstar, Inc., one of the largest independent sources for equity research in the world and home to analysts named “Best on the Street” in the Wall Street Journal’s annual survey. We harness this award-winning analysis to create a range of high-conviction Select Stock Baskets. Nine distinct strategies help advisors meet investment preferences for their clients, while remaining sensitive to tax and risk objectives. Stock portfolios in the Custom Series can be tailored to suit a client’s preferences.
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