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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.
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Our Model Portfolios

Professional model portfolios driven by our unique valuation approach with a range of risk exposures, time horizons, and investment objectives designed to meet your needs.

Multi-Asset Portfolios

A mix of asset classes in a single portfolio, ideal as a core investment.

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

Can't find what you're looking for? Check out our other series.

Select Equity Portfolios

Focus on Quality Stocks

Our high-conviction stock ideas with competitive advantages.

OUR MISSION

Empowering Investor Success

We work with financial advisors to put your needs front and center — where they belong.

Empowering Investor Success

We work with financial advisors to put your needs front and center — where they belong.

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©2025 Morningstar Investment Services LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Services LLC is a registered investment adviser and subsidiary of Morningstar Investment Management LLC.

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.