Investment Advisory Services
Drawing on our core capabilities in asset allocation, manager research, and portfolio construction, we subadvise or consult on sophisticated investment solutions for asset management firms, broker/dealers, insurance providers, and investment fiduciaries seeking independent, third-party expertise.

Read more about our investment advisory services

Discover our investment advisory capabilities  

Call +1 312 384-5418 to learn more about our investment solutions.
Retirement Solutions
We are a leading provider of advice and managed accounts, plan sponsor advice, and custom models, including target-maturity solutions. Our custom-built solutions help plan providers differentiate themselves, advisors grow their businesses, plan sponsors meet their fiduciary duties, and individuals meet their retirement goals. Our services are anchored by decades of groundbreaking asset allocation research and expertise in manager selection.

Discover our full spectrum of retirement solutions 

Call +1 877 525-3275 to learn more about our services.
Morningstar® Managed Portfolios
Morningstar Managed Portfolios allows fee-based financial advisors to focus on building their business by delegating their portfolio management responsibilities to our experienced team. More than 40 actively managed, research-driven strategies are available, giving investors access to a broad range of approaches and types of investments.

Learn more about our program

Read more about how Morningstar Managed Portfolios works with advisors and their clients 

Call +1 877 626-3228 to learn more about our strategies.
Take Action
Contact Us
Learn More
Retirement Solutions
Morningstar Managed Portfolios
Latest Research
© Morningstar. All rights reserved.