General Info

Morningstar Associates is a registered investment adviser located in Chicago. It offers various services, such as plan evaluation and design, asset allocation and investment monitoring. Its investment professionals have experience in a wide range of managed products, including mutual funds, variable annuities, closed-end funds, commingled funds and separate accounts. The firm s online retirement planning service provides advice to retirement plan participants in multiple defined contribution plans, including thrift, profit sharing and money purchase plans. Morningstar Associates is a wholly owned subsidiary of Morningstar, a global investment research firm that offers an extensive line of Internet, software and print-based products and services for individuals, financial advisors and institutions. It provides data on more than 145,000 investment offerings, including stocks, mutual funds and similar vehicles. The company operates in more than 15 countries.