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Morningstar Office

Morningstar is one of the largest third party providers of independent investment research. Morningstar Office is their most complete advisor package that provides us with access to independent and detailed research for over 325,000 stocks, bonds, mutual funds, ETFs, closed-end funds, 529s, offshore funds, hedge funds, and separate accounts. Morningstar office also supplies our clients with up-to-date information on their investments and on the markets in general.

Helping us monitor client investments:

Again, we’ve used technology to tie Morningstar Office into our direct custodians (TD Ameritrade, Fidelity, and TIAA CREF). Our client’s investments/accounts feed directly through Morningstar, Allowing us to monitor and manage accounts more effectively. With this detailed information, we can set specific triggers to ensure our portfolios are within specified parameters; we can keep better accountability of individual managers’ performances; and, we can take action with more confidence to effectively protect our clients’ portfolios.

Providing investment research and market insight:

These same systems and their integration with Morningstar’s immense research capabilities allow us to provide detailed and customized reporting to our clients at the push of a button. We provide customized statements to our clients quarterly (or on-demand at anytime) no matter where their funds are held.

Building Relevant Newsletters and Web Content:

We write much of our own content; however, no one can be an expert in all areas. Specific security and market research is something we can leverage from Morningstar that is very valuable to our firm and our clients. We can even manipulate and tailor this information to build relevant and very up-to-date web content and newsletters, delivering more relevant information to our clients at a much quicker pace.

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