Morningstar Advisor Catalog 2008 - 40

Morningstar Investment Services ® A sophisticated, fee-based investment management program. Morningstar Investment Services provides a suite of practice-management services, directly—and exclusively—to financial advisors. Morningstar Managed PortfoliosSM allows advisors to delegate portfolio management to an experienced investment team and focus on business development. Featuring an extensive suite of actively managed mutual fund, ETF, and stock portfolios, the program addresses the full spectrum of investor needs. With each portfolio, advisors will reap all the benefits of an innovative investment service—access to a full universe of investments, objective and independent research, proprietary data and methodologies, an experienced investment team, and proactive portfolio management that responds to market trends and changing risk Advisors who use Managed Portfolios first determine their clients’ investment objectives, time horizons, return expectations, and risk tolerances. Using this information, advisors can select the most attractive investment options for their clients from a range of mutual fund, ETF and stock portfolios. Morningstar Investment Services designs these risk-sensitive portfolios using a disciplined investment process reinforced with Morningstar, Inc.’s rigorous fund and equity research. The portfolios are actively managed to keep them aligned with their objectives. The full range of mutual fund portfolios allows advisors to align client goals with specific strategies including those focused on long-term growth of capital, retirement income, absolute return, and global opportunities. ETF portfolios are actively managed using a “core and explore” investment process. This strategy combines “core” positions that provide exposure to broad asset classes in an efficient and low-cost manner with “explore” positions that seek to add value by taking advantage of opportunities in the markets. Finally, the Select Stock Baskets portfolios are customized for each client and consist of our highest conviction stock ideas. In addition, we recently introduced our Morningstar Managed Plan Solutions which delivers a comprehensive suite of services, including fiduciary support for plan sponsors. By teaming up with select open architecture recordkeeping platforms and Third Party Administrator (TPA) firms, Morningstar Investment Services is able to deliver a turnkey solution for advisors, plans sponsors and their participants. A simple fee structure and extensive account types are additional advantages of the program. Advisors can develop their business through the program’s account management tools, which assist with all aspects of client service—from generating interest and opening accounts, to conducting regular reviews and downloading portfolio reports. A dedicated service team is accessible via phone and e-mail to provide technical support and answer any questions. Call to learn more about incorporating Morningstar Investment Services into your practice. Pricing is based on account assets under management. 40 Investment Services

Morningstar Advisor Catalog 2008

Table of Contents for the Digital Edition of Morningstar Advisor Catalog 2008