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Morningstar Associates - Investment Consulting Services

Developing solutions ranging from custom fund-of-funds program to innovative asset allocation strategies. Leveraging its proven methodologies and a rigorous investment process, Morningstar Associates creates solutions for clients by drawing from its core capabilities - plan evaluation and design, manager search, investment monitoring, and portfolio construction.

 

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Tags:
asset allocation strategies, fund of funds, model portfolios, customised solution
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Company profile

Morningstar is a leading provider of independent investment research. With an extensive line of Internet, software, and print solutions for individuals, financial advisers, and institutions.

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