Morningstar Investment Services, Inc.
Investment choices for fee-based, independent advisors.
Investment Philosophy and Process
Available Portfolios
Morningstar Investment Services brings fee-based advisors the resources of an independent, experienced investment team, delivered through model portfolios available on third-party advisory platforms. Each portfolio we create is rooted in unbiased, objective research from Morningstar, Inc., built for the long term, and managed with a keen eye on risk. We also provide investment options through our turnkey asset management program, Morningstar® Managed Portfolios.
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How to Access Our Portfolios
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