Managers Who Speak for Themselves

Before they’re included in the program, managers must first pass Morningstar’s five-pillar checklist for People, Process, Parent, Performance, and Price.

A 100+ member team looks at the whole picture, comparing risk/return characteristics, nuances of style, and track record, in a process designed to identify and bring together portfolio-appropriate strategies.

For additional information, contact your Bridgehouse Regional Sales Team.