New Morningstar Service Now Available to San Francisco Investors
Peter-Eric Philipp First Financial Advisor in San Francisco to Offer Morningstar Managed Portfolios
Morningstar Managed Portfolios is a fee-based investment-management program that features mutual fund portfolios researched, engineered, and monitored by Morningstar Investment Services. Peter-Eric Philipp, a Chartered Financial Analyst with Cambridge Investment Research, is the first financial advisor in the San Francisco Bay Area to offer this unique service.
SAN FRANCISCO, CA -- Morningstar Investment Services, Inc., a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., has introduced a new investment management solution called Morningstar® Managed Portfolios available exclusively through financial advisors. Peter-Eric Philipp, a Chartered Financial Analyst with Cambridge Investment Research, is the first financial advisor in the San Francisco Bay Area to offer this unique service.
Morningstars core mission is to help people make better investment decisions," said Tom Florence, president of Morningstar Investment Services. Peter-Eric Philipp shares this philosophy and approached us about offering Morningstar Managed Portfolios to his clients. As a Chartered Financial Analyst, Peter-Eric understands that objective research is the foundation of the investment process."
I cant think of a better firm than Morningstar to build great mutual fund portfolios," said Peter-Eric Philipp, CFA. For nearly 20 years, Morningstar has been one of the most trusted sources for investment information and research. I am proud to be the first San Francisco-based financial advisor to offer this service."
Morningstar Managed Portfolios is a fee-based investment-management program that features mutual fund portfolios researched, engineered, and monitored by Morningstar Investment Services. Client portfolios are continuously monitored, as well as rebalanced and adjusted as necessary, based on market performance and portfolio information.
For more information, please contact Peter-Eric Philipp at 415-677-9300 or Peter@PeterEric.com.
About Morningstar, Inc. and Morningstar Investment Services, Inc.
Chicago-based Morningstar, Inc., is a global investment research firm. Morningstar Investment Services is a registered investment advisor and a wholly owned subsidiary of Morningstar, Inc. The financial data and methodology used in Morningstar Managed Portfolios are proprietary to Morningstar, Inc. Morningstar Managed Portfolios are intended for citizens or legal residents of the United States or its territories. This program can only be offered by a registered investment advisor or investment advisor representative. Morningstar Investment Services is not affiliated with this advisor.
About Peter-Eric Philipp, CFA
Peter-Eric Philipp is a Financial Advisor with Cambridge Investment Research. With nearly 15 years experience in financial services, Peter specializes in helping clients make smart choices about their money. In 1994, Peter became a Chartered Financial Analyst (CFA) -- the only globally recognized investment designation. As a CFA, Peter emphasizes a disciplined and objective approach to investing. This experience sets Peter apart from most other advisors and allows his clients to benefit from advanced institutional-style portfolio management.
About Cambridge Investment Research, Inc.
Established more than 20 years ago, Cambridge Investment Research is an independent broker/ dealer with over 400 investment professionals nationwide. Thousands of individuals, businesses, and non-profits trust this broker/dealer and registered investment advisor with their assets. Cambridge Investment Research offers its clients the best investment products and services available from hundreds of leading investment firms.
Media Contact:
Jim Oswald
Oswald Media Communications
(415) 637 - 0827
jim@oswaldmedia.com
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