Two Powerful Brands, Stronger Together
Morningstar Wealth for Prudential Advisors
Explore Our Models on MWP
Whether you use a single strategy or combine our models as part of a holistic financial plan, we're committed to helping you understand how our portfolios can be used effectively. Click here to find your regional representative, or click the button below to provide your contact information, and we'll set up a meeting.
Available to Prudential Advisors
Mutual Fund Asset Allocation Series
Rooted in Morningstar's research and our consistent investment approach, our Asset Allocation portfolios are carefully designed as a long-term core holding.
Mutual Fund Brochure
Mutual Fund Commentary
Outcome Based Series
An outcome-based investment approach may provide a smoother ride en route to goals, in part by helping clients stay invested despite market bumps.
Outcome-Based Brochure
Outcome-Based Commentary
Equity SMA Series
Starting with Morningstar’s independent research, we strive to select high-conviction investments with wide moats, aka durable competitive advantages.
Equity SMA Brochure
Equity SMA Commentary
Market Education and Insights
Morningstar Wealth strives to empower investor success by helping advisors and their clients discuss the investment environment, uncover long-term opportunities, and understand the benefits of staying invested.
Advisor Toolkit: Don't Let Tariffs Interrupt Compounding
Portfolio Pairing Guide
The Market Minute - Chart Pack
The Edge Newsletter - Content for Client Engagement
We can help bring focus and scale to your practice.
By relying on us for investment management, you can find more time to reach new prospects and strengthen client relationships long-term.
©2025 Morningstar Investment Services LLC. All Rights Reserved. Morningstar Wealth includes: (i) investment product (ii) Morningstar Funds Trust, (iii) Morningstar Office℠, Morningstar’s RIA portfolio software service; (iv) Morningstar® ByAllAccounts®, Morningstar’s investment data aggregation service; and (v) Morningstar.com®, Morningstar’s individual investor site offering.
Advisory services under Morningstar Wealth are offered by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.