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Morningstar offers products and services to individual investors and the advisors and institutions that serve them. We are committed to using the highest quality data and research to meet investors’ demands so that they can better manage their investments and meet their financial goals.

Individuals use Morningstar to make educated investment decisions. These investors want all the pertinent facts, as well as the assurance that their information source is completely independent. They get both with Morningstar. Our primary tool for individual investors is Morningstar.com®, which consistently ranks among the best investment sites on the web.

Financial advisors and other investment professionals turn to Morningstar for tools that help them research, analyze, present, and support their investment ideas. They value Morningstar’s professional software and tools for their comprehensive content and flexible functionality. Our main tools for advisors are Morningstar® Advisor Workstation, a modular, web-based platform for brokerage, clearing, or custodial firms and their networks of financial professionals, and Principia®, flexible investment research and portfolio management software. We also offer strategies for fee-based financial advisors, Morningstar® Managed Portfolios, which are research-driven portfolios of mutual funds, exchange-traded funds, and stocks that advisors can offer their clients.

Institutions, including mutual fund companies, retirement plan providers, banks, insurance companies, brokerage firms, and others, value our independence, breadth of information, and customized services. For institutional clients, we offer investment consulting services, which draw on our extensive industry knowledge to help clients create and maintain investment products; Morningstar Direct, a global institutional investment analysis platform; and Morningstar® Data, one source for global investment data including commodities, real-time market data, and indexes, as well as documents, images, and more.

Our Investment Management offering includes Retirement Solutions, which delivers personalized services for plan providers, sponsors, and advisors, as well as our Morningstar® Retirement Manager advice and managed accounts program for plan participants. The Investment Management division also features Investment Advisory capabilities such as asset allocation, portfolio management, manager evaluation, and board fiduciary services.
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