Advisory services from Advisory services from Morningstar®

Get the advice you want – from a name you can trust: Morningstar® Investment Services, Inc.

With the market's recent ups and downs, you may have wondered if you made appropriate decisions for your IRA account and other investment accounts. Mercer Securities, a division of MMC Securities Corp., can help you achieve your financial goals. That's because, as a Mercer Securities account holder, you can now get professional advice for your IRA from Morningstar Investment Services, Inc. (MIS).

For an annual fee,* you can access Morningstar® Managed PortfoliosSM, an investment solution that simplifies the investment process, while giving you access to:

By combining Morningstar's expert research, MIS' proactive portfolio management, and your financial advisor's knowledge of your financial targets and risk preferences, we can create an investment portfolio to help you meet your financial goals.


Learn about Morningstar Managed Portfolios:
    - Mutual fund strategies »
    - ETF strategies »


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*Annual program fees generally range from .60% to 1.26% depending on the assets in your account and the type of portfolio, and do not include transaction fees for ETF trades and fees for certain other administrative and transactional services. The underlying mutual funds and ETFs within the portfolios incur their own internal expenses. For more information on the Morningstar Managed Portfolios Program, including fees and expenses, please refer to the disclosure brochures for Mercer Securities and Morningstar Investment Services.

Mercer Securities is a division of MMC Securities Corp., a registered broker-dealer and investment advisor, member FINRA/SIPC, and provides brokerage and advisory services in connection with the Morningstar Managed Portfolios Program.

©2010 Morningstar Investment Services, Inc. All rights reserved. Morningstar Investment Services is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Managed Portfolios is offered by Morningstar Investment Services, and is intended for citizens or legal residents of the United States or its territories. This program can only be offered by a registered investment advisor or investment advisor representative. Morningstar Investment Services, Inc. is not affiliated with Mercer Securities.

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Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

Mercer Wealth Solutions is a trademark of Marsh & McLennan Companies, Inc.

Mercer Securities brokerage transactions are cleared through Pershing LLC, Member of FINRA, NYSE, and SIPC.

Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services, LLC and MMC Securities Corp. are affiliates of and owned by Marsh & McLennan Companies, Inc. and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.