Morningstar® Mutual Fund Portfolios

Morningstar Investment Services uses unbiased, objective research from Morningstar, Inc. to create a lineup of investment choices called Morningstar® Managed Portfolios. With a broad range of investment approaches, Morningstar Investment Services® portfolios are carefully designed to put your needs front and center — where they belong.

They start with rigorous, thorough research to select investments based on their fundamental merits. Then, they put them to work for you in a series of sophisticated, diversified mutual fund portfolios.

  • Asset Allocation Portfolios: Diversified across asset classes, investment styles and managers, these portfolios target specific risk and return profiles to meet investors’ needs at every stage in their lives.  Each seeks to address a certain goal, from capital preservation and income to capital appreciation and growth. They also offer both tax-deferred and taxable portfolios for investors in non-qualified and qualified accounts.
  • Retirement Income Portfolios: These portfolios are designed to meet the distribution needs of investors in various stages of retirement. MIS strives to allow investors to draw down their savings over specified time periods, reducing the risk of depleting retirement savings too quickly, and preserving a portion of the capital invested. Following an endowment-like approach, each portfolio is diversified across multiple asset classes, including alternative investments. This helps to temper volatility and provides some downside protection relative to the broad equity market.

People’s Securities’ Financial Advisors are available to meet with you at any People’s United Bank location. Call today at (800) 392-3009 to schedule an appointment or click here to find a Financial Advisor near you.  

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Disclaimer


Morningstar Investment Services, Inc, is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar® Managed PortfoliosSM is offered by Morningstar Investment Services, Inc., a registered investment advisor, 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 is not affiliated with People’s Securities, Inc.


Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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