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Morningstar® Managed PortfoliosSM is a fee-based program that includes a series of portfolios designed to achieve specific return objectives within controlled risk parameters to match a spectrum of investment objectives. Each portfolio is developed using quantitative and qualitative analyses and is actively managed to ensure the results of each portfolio remain in line with its stated objective.
Morningstar® Managed PortfoliosSM provides a number of advantages.
- Access to a full universe of funds
- Low account costs
- Portfolio management integrity
- Streamlined operations
The range of portfolios is designed to fit your goals and maximize the benefits of a managed solution. Typically, portfolios designed for longer-term investors will take assertive positions while portfolios designed for shorter-term horizons or lower risk tolerances are more conservatively constructed.
Targeted. Efficient. Disciplined.
Asset Allocation Portfolios
The Asset Allocation Portfolios are strategically built to meet different investment time horizons and risk levels. An appropriate framework is determined for each portfolio using several optimizations and portfolio engineering techniques to achieve specific long-term risk and return objectives through diversification among asset classes.
Focused Strategy Portfolios
The Focused Strategy Portfolios concentrate on investments in a particular area of the capital markets, or deploy a specialized strategy. They can be used to gain more exposure to a specific market segment, or to diversify a portfolio that may be overly concentrated in one sector.
To discuss opening your own Morningstar® Managed Portfolio account please Contact Us.
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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 2006
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Morningstar® - Focused Model Performance 2006
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