Welcome! Your Guide to Morningstar Managed. Portfolios. Morningstar Investment Services

Transcription

1 Welcome! Your Guide to Morningstar Managed SM Portfolios Morningstar Investment Services

2 Thank you for choosing Morningstar Managed Portfolios SM. We appreciate the confidence you ve placed in us by choosing us to manage your investments. Morningstar, Inc. our parent company was founded in 1984 with a single mission: to help investors reach their financial goals. At Morningstar Investment Services, we offer a series of managed portfolios designed to help meet your investment needs at each stage of your lifetime. Morningstar Investment Services

3 Working Together At Morningstar Investment Services, the portfolios we offer combine your advisor s expertise with our professional portfolio management services. Together, we share one goal: building a strong foundation for your financial future. We believe in the value of collaborating with your advisor, who provides the personal attention you need to help reach your goals. Once your plan is in place, your advisor will keep you up-to-date and chart your progress over time, ensuring that your plan changes as you do. Your Financial Advisor Morningstar Investment Services Crafts an overall investment strategy that s tailored to you. Delivers professionally managed portfolios rooted in Morningstar, Inc. research.

4 What To Expect Your investments are important to you. That s why we re committed to putting your needs front and center where they belong. To help give you the confidence to stay the course, our team of investment professionals is devoted to: Managing each strategy daily to help take advantage of market opportunities Using only unbiased, independent research to make investment decisions Keeping a keen eye on risk at every step of the process Anytime Access Log on to our secure website to view your portfolio balance, performance, recent transactions, and quarterly statements. Getting Started To register, go to You ll need your Social Security number and account number to register and create a password.

5 Account Statements Each quarter, you ll receive an account statement from the custodian of your Morningstar Managed Portfolios account. In it, you ll see the value of your portfolio and its holdings. Too much paperwork? When you register for the Morningstar Managed Portfolios website, you may choose to receive your statements via e-delivery to our secure website rather than U.S. mail. If you choose e-delivery, we ll send you an each quarter when your statement is available. You can opt back in to paper communications at any time on the website. Staying in touch We believe in timely and candid communication. Each quarter, along with your statement, you ll receive a letter from our Chief Investment Officer. Questions About Your Statement? For any questions concerning the details of your Morningstar Managed Portfolios account, please contact your financial advisor.

6 Morningstar Investment Services, Inc. 22 West Washington Street Chicago Illinois USA mis.morningstar.com Morningstar, Inc. our parent company is referred to as Morningstar or Morningstar, Inc. Morningstar Investment Services, Inc. (MIS), is referred to as Morningstar Investment Services. MIS is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar Managed Portfolios SM program ( Program ) is offered by MIS and is intended for citizens or legal residents of the United States or its territories. This Program can only be offered by a registered investment advisor or investment advisor representative. The Program includes various strategies available to individuals and institutions primarily through arrangements MIS has with various unaffiliated registered investment advisors. Within the Program, MIS or its investment advisory affiliate provides discretionary investment advisory services. 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. MIS does not guarantee that the results of its advice, recommendations, or the objectives of your portfolio will be achieved. MIS does not guarantee that negative returns can or will be avoided in any of its 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 of experiencing investment losses Morningstar Investment Services, Inc. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc.