Morningstar Investment Management LLC

Morningstar's Investment Management group offers managed portfolios and other services designed to help investors reach their financial goals. Our global group grows out of the mission of Morningstar, Inc., which was founded on the principle of putting investors first. Drawing on core capabilities in asset allocation, investment selection, and portfolio construction, we provide a global point of view and local market experience. Our investment professionals focus on long-term investment results to support financial advisors, institutions, and the investors they serve. Morningstar® Managed Portfolios, our complete wealth management platform, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor's needs at each stage of their lifetime Morningstar® Managed PortfoliosSM are offered by the entities within Morningstar's Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide consulting or advisory services in North America, Europe, Asia, Australia, and Africa. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, as part of various advisory services offered on a discretionary or non-discretionary basis. Portfolio construction and on-going monitoring and maintenance of the portfolios within the program is provided on Morningstar Investment Services behalf by Morningstar Investment Management LLC. Morningstar Managed Portfolios offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative.