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Advisor Managed Accounts Service

Now available

Implement your own managed accounts approach with ease to help your clients’ participants take action.

Our approach – Advisor Managed Accounts is Morningstar Investment Management LLC’s service, giving you the ability to develop plan-specific investment portfolios for each of your clients. You’ll have access to Morningstar Investment Management's proprietary process and participant interface to deliver personalized retirement planning advice to plan participants, including investment recommendations, such as contributions, retirement age and portfolio assignment. Plus, plan participants can easily engage the program by simply logging into their account.

Plan participants will receive:

    • Retirement income gap analysis
    • Recommendation on how much to contribute and when to retire
    • Diversified investment portfolio 
    • Automatic account rebalancing
    • Personalized asset allocation strategy
    • Access to advice online or by phone


    This service, along with our suite of participant-focused programs, helps participants take action for their future.

    Want to learn more?


    Advisor Managed Accounts is offered by Morningstar Investment Management LLC and is intended for citizens or legal residents of the United States or its territories. Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., is responsible for participant portfolio assignment from the portfolios created by the adviser and other recommendations made through the service. Investment advice delivered by Morningstar Investment Management is based on information provided and limited to the investment options available in the retirement plan. Morningstar Investment Management is not affiliated with Corebridge Financial or any of its subsidiaries.

    All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.