Morningstar Guide to Investing: Part I

Who we are and what we believe

When our founder, Joe Mansueto, was trying to decide on a name for his new company he was drawn to the last line of Waldon by Henry David Thoreau. The book embodied independence, thrift and self-reliance and Joe wanted to build a company that stood for those same values. Morningstar was founded because Joe felt that it was unfair that people did not have access to the same information as financial professionals. 33 years later we still live by that founding mission and values. Our vision is to help people plan, save, and invest to reach their financial goals. This vision guides our every move and is essential to who we are. We want to see individual investors succeed in reaching their financial goals.

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