Managed Accounts
Help retirement savers strive for their goals and RIA firms grow their businesses with managed accounts services.
Morningstar Retirement offers products designed to help individuals reach their retirement goals. Our products and services also enable industry players to differentiate their services, stay competitive, and reach new markets.
We provide some of the industry’s leading off-the-shelf offerings and can collaborate with our clients to design new products from the ground up using our unique data integrations, distribution networks, investment expertise, and methodologies.
Together, we are building a better retirement system.
Help retirement savers strive for their goals and RIA firms grow their businesses with managed accounts services.
Let us help you mitigate risk and monitor your retirement business with fiduciary retirement plan management services.
Retirement strategies combined with the simplicity of a target-date offering.