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Martha Conlon Mossmartha.moss@morningstar.com
Morningstar to Provide Advisor Workstation Tools to InterSecurities, Inc.

CHICAGO, Sep 27, 2002 – Morningstar, Inc., a global investment research firm, today announced that InterSecurities, Inc. (ISI), has selected the Morningstar® Advisor WorkstationSM for use by its 2,500 financial professionals. The Advisor Workstation is a customizable set of online investment planning tools for financial advisors.

"We're delighted to expand our relationship with InterSecurities to deliver a fully integrated suite of investment planning tools to its financial advisors," said Chris Boruff, president of Morningstar's Advisor business. "With the Workstation, advisors have convenient access to Morningstar's proprietary investment research and planning tools and can quickly create impressive client presentations and reports. The Workstation has become the tool of choice for thousands of advisors nationwide." 

In May 2002, InterSecurities began using the Morningstar® Managed PortfoliosSM program, a fee-based discretionary investment management service exclusively for financial advisors. Morningstar® Managed PortfoliosSM offers disciplined portfolio management, extensive online back-office capabilities, relationship-building communications tools, and support services.

Through its expanded agreement, Morningstar is now providing InterSecurities with a full suite of Morningstar® Advisor WorkstationSM tools, including a research module to analyze and compare the full universe of mutual funds, variable annuities, and individual stocks; an asset allocation tool to help create portfolios with the appropriate target asset mixes; and an NASD-compliant hypothetical illustration tool, which creates presentation materials in an attractive, client-ready format. 

"We are excited to provide ISI representatives with another business-growing tool," said Ken Marlow, vice president of marketing for ISI. "We look forward to building a stronger relationship with Morningstar by adding invaluable resources like Advisor Workstation. This is another way our Total Practice Management helps our financial professionals expand their businesses."

Morningstar launched the Advisor Workstation in August 2001. Currently, more than 12,000 financial advisors with firms such as Merrill Lynch Investment Managers, Commonwealth Financial Network, Scudder Investments, and AXA Advisors are using Workstation tools to help their clients reach their financial goals. 

About InterSecurities, Inc. (ISI)
ISI is a fully licensed, independent Broker/Dealer and Registered Investment Advisor with 2,500 registered representatives nationwide. Its financial professionals own and operate their own businesses and can help people meet their investment objectives through a complete array of financial products, including stocks, bonds, mutual funds, variable annuities, and insurance products. InterSecurities is a member firm of the Securities Investors Protection Corporation. ISI is also a SEC Registered Investment Advisor. 

About Morningstar, Inc. 
Chicago-based Morningstar, Inc., is a global investment research firm. Morningstar supplies a variety of products and services to professional investment advisors, including Morningstar® Advisor WorkstationSM, Morningstar® Principia® investment management software, Morningstar Mutual Funds SM, the annual Morningstar Investment Conference, and the Morningstar Professional Education Series. Morningstar's Web site for advisors, Morningstar Advisor.com offers Morningstar Reports on more than 40,000 stocks, mutual funds, exchange-traded funds, closed-end funds and variable annuity subaccounts. 

Morningstar Managed Portfolios are offered by Morningstar Investment Services, Inc., a Registered Investment Advisor and wholly owned subsidiary of Morningstar, Inc. The financial data and methodology used in Morningstar Managed Portfolios as well as the fund manager selection and asset allocation 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 be offered only by registered investment advisors or by investment advisor representatives.

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