Learn the fundamentals
of valuation-driven
investing for your clients

Valuation-Driven Portfolios for Advisors

Using Morningstar® Managed Portfolios,SM 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
managed portfolios.

Offering robust portfolios that maximize exposure to investment ideas while accounting for the complexity and multifaceted nature of investment risk.

DRIVEN BY VALUATIONS

A meticulous
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,
not emotions.

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.

Focus on What Matters

A guide to managing emotions through periods of market uncertainty.

Our Managed Portfolios

Our broad lineup of multi-asset portfolios and equity separately managed accounts is designed to help meet your clients' needs at each stage of their lifetimes—whether they’re just starting out or already in retirement.

Asset Allocation
Valuation-driven asset allocation process and independent approach to selecting what we believe are best-in-class managers.
Outcome-Based
Diversified, multi-asset portfolios aligning our best-ideas and valuation-driven investment approach with investors’ financial planning needs and goals in mind.
Select Equity
Long-term, bottom-up, valuation-driven approach to investing, typically focusing on companies with strong fundamentals.

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

 

 

Looking for more information?

Our team of regional and internal representatives are happy to assist.

Check the background of this firm on FINRA’s BrokerCheck.

Morningstar® Managed Portfolios℠ 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 a discretionary investment advisory service or as model portfolios to third-party advisory programs on a discretionary or non-discretionary basis. 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. 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 Managed Portfolios’ 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 or experiencing investment losses.

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