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  1. Morningstars Investment Management group consists of Morningstar’s subsidiaries that are authorized in the appropriate jurisdiction to provide investment management and advisory services.

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  2. Morningstar® Managed Portfolios℠ are offered by the entities within Morningstar's Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the...

  3. The Morningstar Wealth Platform provides the flexibility and choice needed to scale your practice and deliver exceptional client experiences. We not only make it possible, but far easier than...

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  5. Welcome, we'll be registering you as a client for Morningstar Wealth in two steps. If you need help, call our customer support at 877-626-3227.

  6. Morningstar's Investment Management Group grew out of the mission, which started nearly four decades ago at Morningstar, Inc., to help people reach their financial goals. We work with your...

  7. Morningstar® Managed Portfolios allows advisers to deliver professional portfolio management and tools to investors that help them achieve their financial goals.

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