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Morningstar® Managed Portfolios SM

Product Description

About this Product

Outsourced investment strategies designed to help meet clients’ goals:
  • Asset Allocation Series addresses the risk spectrum
  • Outcome-Based Series aligns best ideas and investors’ goals
  • Select Equity Series seeks firms with strong fundamentals 

About 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.

Product Details

More info about us

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Category

Portfolio Management, Other
Serving Since Icon

Serving RIAs Since

1999
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.