We take the stress out of investing for retirement. OswaldIRA gives you access to wide range of investment choices. Account management is offered by Morningstar Investment Management LLC, a leading provider of retirement services that seek to help bring your goals into reach.
Unlike many other providers, our fee schedule is clear, honest and simple to understand. You will see an administration and investment management fee. At OswaldIRA there are no investment transaction fees to pay and no hidden costs paid to us by any investment provider.
In this program, you will receive professionally screened investments and advice, a retirement readiness report and online access to stay informed and keep track of your investments 24/7.
Morningstar® Retirement ManagerSM is offered by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. Account management of clients using oswaldIRA is facilitated through the Morningstar Retirement Manager platform. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the IRA product. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management is not affiliated with Global Retirement Partners d/b/a Oswald Financial.
All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
