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Margaret Kirch Cohenmargaret.cohen@morningstar.com
Key Industry Leaders Select Morningstar® Managed Portfolios

CHICAGO, Mar 14, 2002 – Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., today announced that Jefferson Pilot Securities Corporation, Investacorp Advisory Services, Inc., and Lara, Shull & May, Ltd. have selected the Morningstar® Managed PortfoliosSM program for distribution through their financial advisors. Morningstar Investment Services launched the new program in January and now has agreements with 20 companies representing about 3,500 registered investment advisor representatives who will offer the program to their clients.

Morningstar Managed Portfolios is a fee-based discretionary investment management service developed exclusively for financial advisors. The program includes disciplined portfolio management, extensive online back-office capabilities, relationship-building communication tools, and support services.

"We are thrilled that these three quality organizations have selected Morningstar Managed Portfolios as an investment program to offer their clients," said Tom Florence, president of Morningstar Investment Services, Inc. "Our managed portfolios program allows their financial advisors to focus on financial planning and relationship management while relying on Morningstar's portfolio management expertise."

Ron Angarella, president of Jefferson Pilot Securities Corp., said, "The Morningstar Managed Portfolios program is ideally constructed to suit the needs of all types of investors, and we look forward to making it available to our clients to help them build well-balanced portfolios."

Morningstar Managed Portfolios is a turnkey, fee-based investment-management program that features several mutual fund portfolios researched, engineered, and monitored by Morningstar Investment Services, as well as back-office operations and support services. A robust Web-based solution provides complete client account management capabilities and marketing and sales support. Client portfolios will be continuously monitored, as well as rebalanced and adjusted as necessary, based on market performance and portfolio information. For more information about Morningstar Managed Portfolios, visit http://www.mp.morningstar.com

About Morningstar, Inc. and Morningstar Investment Services, Inc.
Chicago-based Morningstar, Inc., is a global investment research firm. Morningstar Investment Services is a registered investment advisor and a wholly owned subsidiary of Morningstar, Inc. The financial data and methodology used in Morningstar Managed Portfolios are proprietary to Morningstar, Inc., and/or Morningstar Investment Services, Inc. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories. The program can only be offered by registered investment advisors or investment advisory representatives.

About Jefferson Pilot Securities Corporation
Jefferson Pilot Securities Corporation offers the flexibility and broad product portfolio of an independent broker-dealer. The company offers a wide variety of quality investment and insurance products, supporting the independent practices of over 2,000 commission- and fee-based financial professionals. Additional information on Jefferson Pilot Securities Corporation can be found at http://www.jpsecurities.com. Contact Paul Mason via phone at 336-691-3313 or via e-mail at paul.mason@jpfinancial.com.

About Investacorp Advisory Services, Inc.
Investacorp Advisory Services, Inc. is a registered investment advisory firm through which licensed financial professionals across the nation may provide a wide variety of fee-based managed accounts and asset allocation programs such as Morningstar Managed Portfolios. Investacorp Advisory Services is an affiliate of Investacorp, Inc., a registered broker-dealer (founded in 1978), member NASD, SIPC. For more information call 800-327-7900 or visit http://www.investacorp.com.

About Lara, Shull & May, Ltd.
Founded in February 1981, Lara, Shull & May, Ltd., provides investment, tax, and estate planning services to some of the nation's most successful people. The firm's partners are the founders of The Lifetime Success Solution® and The Retirement Success Solution®, two comprehensive financial planning services developed from more than 30 years of extensive planning experience. Together with the Millennium Bank of Edwards, Colo., Lara, Shull & May assists high net worth individuals and couples throughout the United States. Additional information on Lara, Shull & May can be found at http://www.larashullmay.com.

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