Morningstar® Managed PortfoliosSM

    Morningstar’s Investment Management group is a leading provider of discretionary investment management and advisory services. Guided by seven investment principles, the group is committed to focusing on its mission to empower investor success.

    Our investment team uses a valuation-driven approach, guided by our core principles and focused on long-term investment results. Our broad suite of professionally managed portfolios includes Asset Allocation, Outcome-Based, and Select Equity series, all designed to help investors reach their goals.

    Through Morningstar® Managed PortfoliosSM, advisors can outsource investment management to our team of professionals so they can focus more time on what can matter most to their practice—coaching their clients, enriching their lives through more personalized planning, and building stronger, lasting relationships.

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