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How it works
The technology and methodologies used within Managed Accounts and Online Advice and certain of the text, images, layout and design appearing in it are made available to CapFinancial Partners, Inc. (“CAPTRUST”) pursuant to a licensing agreement with Morningstar Investment Management LLC, are the property of Morningstar Investment Management LLC, and are protected by intellectual property law (including, without limitation, copyright law). The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with Managed Accounts and Online Advice. All other brands, names and content are the property of their respective owners. Morningstar Investment Management LLC is not acting in the capacity of adviser to any CAPTRUST client and is not affiliated with CAPTRUST.
The technology and methodologies used within SageView Personalized Portfolios and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the SageView Personalized Portfolios. All other brands, names and content are the property of their respective owners.
SageView Personalized Portfolios is a brand name for the Managed Accounts service offered 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 SageView Personalized Portfolios are created by SageView Advisory Group 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 SageView. Morningstar Investment Management is not affiliated with SageView and is not responsible for the portfolios SageView creates. Likewise, SageView is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through Sageview Personalized Portfolios. 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.
Morningstar Investment Management does not guarantee that the results of their advice, recommendations, or the objectives of an investment option will be achieved. All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
Personalized Portfolios is a brand name for the Managed Accounts service offered 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 Personalized Portfolios are created by OneDigital 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 OneDigital. Morningstar Investment Management is not affiliated with OneDigital and is not responsible for the portfolios OneDigital creates. Likewise, OneDigital is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through Personalized Portfolios. 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.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The technology and methodologies used within Personalized Portfolios and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the Personalized Portfolios.
© 2022. Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
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.
The technology and methodologies used within FinanceGPS Managed Accounts and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC or Creative Planning LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the FinanceGPS Managed Accounts.
© 2022. Morningstar Investment Management LLC. All Rights Reserved. Creative Planning LLC reserves all rights in any of their intellectual property that appears on or in conjunction with FinanceGPS Managed Accounts. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
© 2024. Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
HUB Managed Account Services is a brand name for the Managed Accounts service offered 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 HUB Managed Account Services are created by Global Retirement Partners, 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 Global Retirement Partners, LLC. Morningstar Investment Management is not affiliated with Global Retirement Partners, LLC and is not responsible for the portfolios Global Retirement Partners, LLC creates. Likewise, Global Retirement Partners, 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 HUB Managed Account Services. 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.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The technology and methodologies used within HUB Managed Account Services and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the HUB Managed Account Services.
My Advisor Managed Account is a brand name for the Managed Accounts service offered by Morningstar Investment Management LLC. It is intended for citizens or legal residents of the United States or its territories. Portfolios available through My Retirement by Design Managed Accounts are created by Global Retirement Partners, LLC. Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., is responsible for participant portfolio assignment from the portfolios created by Global Retirement Partners, LLC and other recommendations made through the service. Investment advice delivered by Morningstar Investment Management is based on information provided and limited to the investment options available in the retirement plan. Morningstar Investment Management is not affiliated with Global Retirement Partners, LLC and is not responsible for the portfolios Global Retirement Partners, LLC creates. Likewise, Global Retirement Partners, LLC is not responsible for the portfolio selection decisions made by Morningstar Investment Management for participants, nor for other recommendations made by Morningstar Investment Management through My Advisor Design Managed Account. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not fureflect actual results, and are not guarantees of future results. Results may vary with each use and over time
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The technology and methodologies used within My Advisor Managed Account and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the My Advisor Managed Account.
© 2024. Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
Advisory products and services offered by Investment Advisor Representatives through Prime Capital Investment Advisors, LLC ("PCIA"), a federally registered investment advisor. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
Prime Capital Retirement Managed Accounts is a brand name for the Managed Accounts service offered 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 Prime Capital Retirement Managed Accounts are created by PCIA, a federally registered investment advisor, doing business as Prime Capital Retirement, 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 Prime Capital Retirement. Morningstar Investment Management is not affiliated with Prime Capital Retirement and is not responsible for the portfolios Prime Capital Retirement creates. Likewise, Prime Capital Retirement is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through Prime Capital Retirement 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.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The technology and methodologies used within Prime Capital Retirement Managed Accounts and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the Prime Capital Retirement Managed Accounts.
© 2025. Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
Soltis Managed Accounts is a brand name for the Managed Accounts service offered 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 Soltis Managed Accounts are created by Soltis Investment Advisors, 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 Soltis Investment Advisors. Morningstar Investment Management is not affiliated with Soltis Investment Advisors and is not responsible for the portfolios Soltis Investment Advisors creates. Likewise, Soltis Investment Advisors is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through Soltis 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.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The technology and methodologies used within Soltis Managed Accounts and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the Soltis Managed Accounts.
© 2024 Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
Personalized Retirement Outcomes Managed Accounts is a brand name for the Managed Accounts service offered 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 Personalized Retirement Outcomes Managed Accounts are created by Fisher Investments, 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 Fisher Investments. Morningstar Investment Management is not affiliated with Fisher Investments and is not responsible for the portfolios Fisher Investments creates. Likewise, Fisher Investments is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through Personalized Retirement Outcomes 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.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The technology and methodologies used within Personalized Retirement Outcomes Managed Accounts and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the Personalized Retirement Outcomes Managed Accounts.
© 2024 Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
bioni(k) managed accounts is a brand name for the Managed Accounts service offered 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 bioni(k) managed accounts are created by intellicents, 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 intellicents. Morningstar Investment Management is not affiliated with intellicents and is not responsible for the portfolios intellicents creates. Likewise, intellicents is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through bioni(k) 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.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
The technology and methodologies used within bioni(k) managed accounts and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the bioni(k) managed accounts.
© 2023 Morningstar Investment Management LLC. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. All other service marks or trademarks are the property of their respective owners.
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