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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The Morningstar Investment Management group, through 11 investment advisory subsidiaries, creates custom investment solutions that combine award-winning research and global resources with proprietary Morningstar data. The group provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and financial advisers around the world.


Founded 1984

10 Countries

10 Offices

100+ Investment Professionals

206B AUM

AUM in $CAD as at Dec 31, 2017