Dynamic Equity Strategies for Rate Cuts
Helping investors navigate a changing interest rate cycle.
Investment Insights
Navigate markets with investment insights from Morningstar Wealth.
Multi-Asset Portfolios
A mix of asset classes in a single portfolio, ideal as a core investment.
Asset Allocation Portfolios
Get the Right Mix for Your Core
Diversified core solutions able to match your risk tolerance.
Outcome-Based Portfolios
Start With Your Goal in Mind
A targeted and consistent approach to help you to reach your goals.
Separately Managed Accounts (SMAs)
Individual equities and bonds managed on your behalf, allowing for full transparency and greater control.
Select Equity Portfolios
Focus on Quality Stocks
Our high-conviction stock ideas with competitive advantages.
Select Fixed-Income Portfolios
Focus on Income
Institutional access to high-quality bond portfolios.
Direct Indexing Portfolios
A personalized, tax managed, and values-based investment option that seeks to provide greater choice and flexibility for your clients and practice.
Core Beta Portfolios
Provide Personalized Broad Market Exposure
Design equity exposure that meets the unique needs of your investors.
Sustainability Portfolios
Align Client Values with Investments
Socially conscious strategies powered by industry-leading ESG data.
Empowering Investor Success
We work with financial advisors to put your needs front and center — where they belong.
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Morningstar Wealth Platform is an advisory platform offered by Morningstar Investment Services LLC, a registered investment adviser and subsidiary of Morningstar Investment Management LLC. Through the Morningstar Wealth Platform, Morningstar Investment Services offers model portfolios and separately managed accounts (“SMA”) which include proprietary managed portfolios (“Morningstar Portfolios”), third-party asset manager portfolios where a third-party asset manager acts as a non-discretionary model provider (“Model Provider”) in which Morningstar Investment Services has discretion, and third-party asset manager portfolios where third-party asset manager acts as a discretionary asset manager (“Sub-Adviser”). The Morningstar Wealth Platform is intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative.
Morningstar Portfolios
Portfolio construction and on-going monitoring and maintenance of the Morningstar Portfolios within the Morningstar Wealth Platform is provided on Morningstar Investment Services behalf by Morningstar Investment Management LLC.
Model Providers
Model Providers are third-party asset managers providing model portfolios to Morningstar Investment Services for inclusion in the Morningstar Wealth Platform. Model Providers do not have any contractual, fiduciary, investment advisory or other relationship with the financial advisers or clients utilizing their model portfolios through the Morningstar Wealth Platform. Model Providers have no obligation or responsibility for determining the appropriateness or suitability of a model or any of the securities included therein, for any specific client. Morningstar Investment Services has full discretion to invest clients in accordance with the model or deviate from the model provided by the Model Providers. The Model Providers are not affiliated with Morningstar Investment Services LLC.
