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FinanceGPS Managed Accounts is a brand name for the Managed Accounts service offered by Creative Planning LLC powered by Morningstar Investment Management LLC. It is intended for citizens or legal residents of the United States or its territories. The portfolios available to you through FinanceGPS Managed Accounts are created by Creative Planning LLC, who was chosen by your employer. Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., is responsible for choosing the portfolio for your retirement plan account from those created by Creative Planning LLC. Morningstar Investment Management is not affiliated with Creative Planning LLC and is not responsible for the portfolios Creative Planning LLC creates. Likewise, Creative Planning LLC is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through FinanceGPS Managed Accounts. Investment advice delivered by Morningstar Investment Management is based on information provided and limited to the investment options available in your retirement plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time.
Past performance is not indicative of future results. All investments involve varying degrees of risk therefore there can be no assurance that any financial strategy will be successful. Creative Planning LLC does not guarantee that the portfolios created will be profitable and/or successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
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