Lara, Shull & May was selected by Morningstar® to represent its Investment Services to non-profit organizations. We are proud of this special designation. Our name is synonymous with excellence in investment counseling and consulting, and we believe that our partnering with Morningstar® offers your organization an opportunity of unique value.

Working together...
The Lara, Shull & May advisors are instrumental in identifying the right investment solution for your needs. We will help you plan your investment strategy, provide ongoing consultation, develop an appropriate solution, continually monitor your account to ensure it remains appropriate for your organization, and assist you with regular account activities.

Morningstar® Investment Services will develop and manage the portfolio suited to best fit your organization's requirements. They will actively manage your portfolio to respond to market movements and to accommodate underlying investment activities, provide regular progress reports, perform any necessary activities related to regular cash flow needs, and help conduct annual reviews of your situation to ensure the portfolio continues to deliver what your organization needs.

About Lara, Shull & May
Lara, Shull & May is an independent, full service broker/dealer and financial planning firm with offices in Virginia and Colorado. Founded in 1981, we specialize in providing investment management and consulting services to institutions, individuals and affluent families. Our focus on institutional clients includes helping them integrate business needs with investments strategies, constructing portfolios, preparing investment policies, measuring performance and distributing client communications.

About Morningstar® Investment Services, Inc.
Founded in 2000, Morningstar® Investment Services is a registered investment advisor and subsidiary of Morningstar, Inc., an industry leader in investment research and analysis. Headquartered in Chicago, with over $1.5 billion in assets under management, they build and manage portfolios of mutual funds and exchange traded funds for individual and institutional accounts across the country.

See our brochure "Working Together for Non-Profit Organizations".

An interview with the President of Lara, Shull & May, Ron Lara, CFP.

Morningstar® Managed Portfolios for Individual Investors

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Morningstar® - Client Overview
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Morningstar® - Asset Allocation Strategies
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Morningstar® - Focused Strategies
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Morningstar® - Asset Allocation Model Performance 2008
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Morningstar® - Focused Model Performance 2008
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