September 22, 2017 8:03 AM ET

Capital Markets

Company Overview of Morningstar Investment Services, Inc.

Company Overview

Morningstar Investment Services, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity portfolios. It invests in the public equity markets of the United States. The firm invests in mutual funds and exchange traded funds to create its portfolios. It employs a combination of quantitative, qualitative, and fundamental analysis to make its investments. The firm uses external research to make its investments. It was founded on December 20, ...

22 West Washington Street

Chicago, IL 60602-1605

United States

Founded in 2000





Key Executives for Morningstar Investment Services, Inc.

Chief Compliance Officer and Financial and Operations Principal
Global Chief Investment Officer
Age: 38
Co-Head of Investment Consulting and Portfolio Management for EMEA
Co-Head of Investment Consulting and Portfolio Management for EMEA
Compensation as of Fiscal Year 2017.

Morningstar Investment Services, Inc. Key Developments

Morningstar Investment Management Presents at 11th Annual Morningstar Investment Conference, May-18-2017

Morningstar Investment Management Presents at 11th Annual Morningstar Investment Conference, May-18-2017. Venue: The Westin, 1 Martin Place, Sydney NSW 2000, Australia. Presentation Date & Speakers: May-18-2017, Bianca Rose, Senior Portfolio Manager, James Foot, Director, Capital Markets and Asset Allocation.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
The Advertising Council, Inc. United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Tax Management Inc United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Morningstar Investment Services, Inc., please visit Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at