About Us
Morningstar's Investment Management Group grows out of the mission to help people reach their financial goals started at Morningstar, Inc. nearly four decades ago. We work with your financial advisor to provide managed portfolios to put your needs front and center—where they belong. "Investors First" is first among our seven investment principles; we strive to minimize costs, invest simply using a time-tested approach, and help you stay focused on your goals.
Deep Data and Research Capability
Our investigations into investments begin with the research, data, and tools from Morningstar, Inc. and its subsidiaries, a global leading provider of independent investment research.
Making Decisions Based on Evidence, Not Emotions
Behavioral biases like loss aversion can derail long-term plans; that's why our decisions are made on evidence-based analysis.
See Our Behavioral Pocket Guide
A Meticulous Search for Value
Applying a disciplined, fundamental approach to identify investments that may be selling for less than what they're worth can produce consistent, long-term results.
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