We work with your financial advisor to put your needs front and center — where they belong.
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.
Built on a Robust Foundation
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.
Focused on Behavior
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.