Take care of plan participants’ retirement strategies beyond just their investments.
Advisor Managed Accounts helps make it easier to deliver personalized strategies in a prudent, scalable, and efficient manner.
Advisor managed accounts
Incorporate your asset allocation and fund-selection capabilities into our managed accounts offering to provide tailored portfolio advice.
Retirement advice
Help prepare participants for retirement by offering an extensive range of advice.
Advisor managed accounts features
Advisor Managed Accounts contains a wide array of capabilities to help provide participants with a holistic, personalized retirement strategy.
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© Morningstar Investment Management LLC. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Retirement offers research- and technology-driven products and services to individuals, workplace retirement plans, and other industry players. Associated advisory services are provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.
Advisor Managed Accounts is intended for citizens or legal residents of the United States or its territories. The portfolio assignment and investment advice delivered through Advisor Managed Accounts is provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. Investment advice is based on information provided and limited to the investment options available in the participants' defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. Other investment advice delivered through Advisor Managed Accounts is provided by an unaffiliated investment adviser.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. There is no guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.