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Morningstar® Managed Portfolios

Through our co-advisory agreement with Morningstar Investment Services LLC ("MIS"), Terrafort Capital has access to a range of investment strategies through the Morningstar® Managed PortfoliosSM program designed to help meet investors’ needs at each stage of their lifetimes.  Morningstar® Managed PortfoliosSM provides professional guidance and access to strategies that can help investors reach their financial goals. The lineup of portfolios is managed by the investment professionals within Morningstar’s Investment Management group. Harnessing the global resources of Morningstar, Inc., these investment offerings support financial advisors, institutions, and the investors they serve. 

Drawing on their core capabilities in asset allocation, investment selection, and portfolio construction, Morningstar’s Investment Management group provides a global point of view and local market experience. Their investment professionals, located around the world, are guided by core principles focused on long-term investment results and helping end investors reach their financial goals.  These 100+ global investment professionals draw upon the resources of Morningstar, Inc. and its subsidiaries, including Morningstar Research Services LLC’s team of equity and manager research analysts—one of the largest sources of independent data and analysis. Their team of U.S. based portfolio managers, researchers, and analysts bring an average 10+ years of investment experience, including investing through significant market cycles. 

This Program is a discretionary investment advisory program offered by Morningstar Investment Services LLC, a federally registered investment adviser and Morningstar Investment Management LLC subsidiary, advising Terrafort Capital's clients. In turn, Terrafort Capital will act as a co-advisor by providing assistance and advice to its clients in connection with this Program. Portfolio construction, ongoing monitoring, and maintenance within the Program are provided by investment professionals of Morningstar Investment Management LLC, the direct parent company of Morningstar Investment Services, leveraging the research, data, and tools from Morningstar, Inc. Affiliate company Morningstar Research Services LLC, Model Providers, and Co-Adviser; will also provide ongoing maintenance.