Morningstar Managed Portfolios Mutual Fund Strategies

Morningstar® Managed PortfoliosSM Mutual Fund Strategies provide you with all the benefits of a complex investment service – objective and independent research, strategic asset allocation, access to a full range of mutual funds, and proactive portfolio management that responds to market trends and changing risk – but with a more simplified approach. It's ideal for those who don't have the time or the specialized knowledge required to carefully manage their portfolio.

Morningstar offers a broad suite of asset allocation portfolios to target specific risk/reward profiles.

PDF Download Morningstar's Managed Portfolios Mutual Fund Strategies brochure for more information.

 

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.

Advisory Services
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M255011 10/09

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.