Our Favorite Model Portfolios for Advisors
We've doubled our coverage of model portfolios. These are our top picks.
Third-party model portfolios have become increasingly popular among financial advisors in recent years. Model portfolios are designed for advisors, allowing them to outsource investment management so they can focus on strengthening client relationships through other financial planning services, such as developing estate and tax strategies. Investment management firms and strategists have responded to that demand, launching more than 500 model portfolios over the past three years, according to our data.
To help advisors navigate the vast, nascent landscape, Morningstar began assigning qualitative, forward-looking Morningstar Analyst Ratings on model portfolios in March 2019. We recently doubled our model portfolio coverage, launching ratings on 12 new model portfolio series spanning 76 unique portfolios. That brings our total coverage to 24 series and 139 portfolios. (Model portfolio ratings are available in Morningstar Direct and Office, along with our 2020 model portfolio landscape report)
Leo Acheson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.