Navigating 2025's Market Crosscurrents
Inside Morningstar Wealth’s multi-asset approach—why valuation discipline, global diversification, and active risk management matter more than ever.
Investment Insights
Navigate markets with investment insights from Morningstar Wealth.
Asset Allocation Portfolios
Get the Right Mix for Your Core
Diversified core solutions able to match your risk tolerance.
Outcome-Based Portfolios
Start With Your Goal in Mind
A targeted and consistent approach to help you to reach your goals.
Explore Further
Select Equity Portfolios
Focus on Quality Stocks
Our high-conviction stock ideas with competitive advantages.
We work with financial advisors to put your needs front and center — where they belong.
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Morningstar Wealth is made available through Morningstar’s Investment Management Group and includes such products as: (i) the Morningstar Wealth Platform; (ii) Morningstar Funds Trust, (iii) Morningstar OfficeSM, 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.
Morningstar’s Investment Management Group consists of certain Morningstar subsidiaries that are authorized in the jurisdictions in which they operate to provide investment management and advisory services. In the United States, these subsidiaries are Morningstar Investment Management LLC and Morningstar Investment Services, LLC.
Morningstar Portfolios
Portfolio construction and on-going monitoring and maintenance of the Morningstar Portfolios within the Morningstar Wealth Platform is provided on Morningstar Investment Services behalf by Morningstar Investment Management LLC.