Morningstar Investment Management LLC

Your clients’ investment goals matter to us. Our mission is to empower investor success by building investment portfolios selected by a financial advisor. Our world-class investment strategies draw on our core capabilities in research, asset allocation, investment selection, and portfolio construction. Our investment professionals are located around the world, which provides both a global point of view and local market expertise. Based on a proprietary valuation-driven asset allocation process, our strategies offer investors a range of multi-asset risk- and outcome-based strategies designed to help meet a variety of goals. Also, our separately managed accounts offer concentrated portfolios of our portfolio managers' best ideas. We put more than 35 years of investment experience to work in every portfolio we manage to offer your clients a better investing experience, because the journey also matters.