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Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar OfficeSM, investment data aggregator ByAllAccounts®, and the individual investor experience across Morningstar.com®.
Morningstar’s Investment Management group consists of Morningstar’s subsidiaries that are authorized in the appropriate jurisdiction to provide investment management and advisory services. In the United States, such services are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC on a discretionary or non-discretionary basis.
Morningstar Wealth Platform is an advisory platform offered by Morningstar Investment Services LLC, a registered investment adviser and subsidiary of Morningstar Investment Management LLC. Through the Morningstar Wealth Platform, Morningstar Investment Services offers model portfolios and separately managed accounts (“SMA”) which include proprietary managed portfolios (“Morningstar Portfolios”), third-party asset manager portfolios where a third-party asset manager acts as a non-discretionary model provider (“Model Provider”) in which Morningstar Investment Services has discretion, and third-party asset manager portfolios where third-party asset manager acts as a discretionary asset manager (“Sub-Adviser”). The Morningstar Wealth Platform is 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.
Morningstar Portfolios Portfolio construction and ongoing monitoring and maintenance of the Morningstar Portfolios within the Morningstar Wealth Platform is provided on Morningstar Investment Services behalf by Morningstar Investment Management LLC.
Model Providers Model Providers are third-party asset managers providing model portfolios to Morningstar Investment Services for inclusion in the Morningstar Wealth Platform. Model Providers do not have any contractual, fiduciary, investment advisory or other relationship with the financial advisers or clients utilizing their model portfolios through the Morningstar Wealth Platform. Model Providers have no obligation or responsibility for determining the appropriateness or suitability of a model or any of the securities included therein, for any specific client. Morningstar Investment Services has full discretion to invest clients in accordance with the model or deviate from the model provided by the Model Providers. The Model Providers are not affiliated with Morningstar Investment Services LLC.
It is important to note that investments in securities (e.g., mutual funds, exchange-traded funds, common stocks) involve risk and will not always be profitable. There is no guarantee that the results of advice, recommendations, or the objectives of your portfolio will be achieved. There is no guarantee that negative returns can or will be avoided in any of Morningstar Portfolios. An investment made in a security may differ substantially from its historical performance and as a result, you may incur a loss. Past performance is no guarantee of future results. Diversification does not eliminate the risk of experiencing investment losses.
Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with the U.S. Securities and Exchange Commission.