Morningstar Managed Portfolios
Oak Street Advisors in partnership with Morningstar offers
access to mutual fund portfolios selected, monitored, and
managed by Morningstar Investment Services Inc.
Morningstar Managed Portfolios provides you with all the
benefits of a complex investment service - objective and
independent research, strategic asset allocation, access to a
full universe of mutual funds, and proactive portfolio
management that responds to market trends and changing risk
- but with a simplified approach that makes sense.
From one of the most trusted names in independent mutual
fund research Morningstar Managed Portfolios is an investment
solution developed by Morningstar Investment Services and
implemented by Oak Street Advisors that helps maximize you
portfolios chance for success and allows you to have as much
or as little involvement in the day-to-day process as you like.
For more information call 843.946.9868 or toll free
877.946.9868. Or you can send an email to
JoeTaylor@oakadvisors.com.

