Morningstar brands and products Company Portfolio ...

What is a professional client? A professional client is deemed capable of making his or her own investment decisions, and understanding the risks involved, with greater autonomy than retail clients.

The client letter is designed to help advisors deliver ... advisory services to registered investment advisors and other professional advisors and does not advise individual clients.

"With these client letters, we’re helping advisors create a narrative-driven client deliverable that not only illuminates the comprehensive client solution but also enables deep dives into ...