Investing for Everyone

 

We are helping people across the investing ecosystem write their own financial futures.

 

How Morningstar Can Help

 

Individual Investors
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Financial Advisors
Research industry trends, identify suitable investments, and collaborate with clients to execute financial recommendations. See more of our portfolio management platform.

 
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Asset Managers
Construct portfolios, optimize strategies, and stay up-to-date on investor preferences. Put your investment philosophy into action using our investment analysis platform.

 
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