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Integrity Financial Planning to Provide Morningstar Index Tracking Portfolios Thumbnail

Integrity Financial Planning to Provide Morningstar Index Tracking Portfolios



Integrity Financial Planning to Provide Morningstar

Direct Index Tracking Portfolios


Direct Index Tracking Portfolios based on Morningstar core beta indexes are now available as building blocks in our Personal Index Portfolios at no additional cost. Clients continue to receive all of Integrity Financial Planning's customization and tax management options, including tax-sensitive transition, year-round loss harvesting, ESG, and faith-based screens.

Morningstar Direct Index Tracking Portfolios available at no additional cost include:

Morningstar® US Large Cap Index℠

Morningstar® US Mid Cap Index℠

Morningstar® US Small Cap Index℠


Learn more about the value of Personal Indexing

from the experts at Morningstar in this insightful webinar


Participant information below - Webinar replay can be found here

Cindy Galiano – Head of Product, Morningstar Investment Management LLC

Pete Dietrich – Head of Wealth, Morningstar Indexes

Shila Wattamwar – Global Head of Retail & Wealth ESG Strategy & Partnerships, Morningstar Sustainalytics


Clicking on the above links will open a new web page on the Morningstar website.