By using these tools, we’re doing a better job of building diversified portfolios—ultimately helping increase the likelihood of success for our clients.
Waddell & Reed, Inc.
Overland Park, Kansas
In the United States, Morningstar® Managed PortfoliosSM are offered by Morningstar Investment Management LLC or its wholly-owned subsidiary, Morningstar Investment Services LLC, both registered investment advisors, as part of various advisory services offered on a discretionary or non-discretionary basis. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative.