Learn the fundamentals of valuation
driven investing for your clients
Valuation-Driven Portfolios for Advisors
Using Morningstar® Managed Portfolios℠, you can provide your clients with access to professionally managed portfolios designed to help them stay on track to meet their goals. Our investment management and support teams are ready to keep you up-to-date on our latest thinking.
BUILT ON RESEARCH
A holistic approach to
Offering robust portfolios that maximize exposure to investment ideas while accounting for the complexity and multifaceted nature of investment risk.
DRIVEN BY VALUATIONS
search for value.
Applying a disciplined, fundamental approach to identify investments that may be selling for less than what they’re worth can produce consistent, long-term results.
FOCUSED ON BEHAVIOR
Making decisions based on evidence,
Behavioral traps can derail long-term plans, and that's why our decisions are made on evidence-based analysis.
Our Latest Insights
Realize the Market’s Potential
A valuation-driven approach to investing helps uncover contrarian opportunities.
Build Solid Relationships
Find time for more personal financial planning by relying on discretionary investment management.
A Dedicated Support Team
We provide advisors with the support they need to stay focused on client needs, including a dedicated service team for questions, quarterly updated performance information, and client-ready communications.