Independent. Insightful. Trusted.

Morningstar Associates Inc. is a wholly owned subsidiary of Morningstar Research, Inc, a Canadian Subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar Research, Inc, offers products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

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Morningstar Managed Investments

Exclusive to Bridgehouse, 5 risk-targeted portfolios feature objectively selected third-party managers of mutual funds, pooled funds and ETFs. The program is supported by investor experience tools, including an Investor Profile Questionnaire (IPQ) and an Investment Policy Statement (IPS) to engage investors in risk assessment and promote product suitability.

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Founded 1984

9 Countries

11 Offices

110+ Investment Professionals

234.7B AUM

AUM in $USD as at
September 30, 2020