How Tiger Investment Services Manages Clients with Morningstar

Ted Tiger and Tiger Investment Services have been using Morningstar for over 20 years to help clients understand what they own and what they should own. Morningstar Direct Advisory Suite enables him to do analysis and discover good ideas much faster than he could on his own. When clients approach Ted with an investment idea, he relies on Morningstar to provide him with the information he needs to respond, be it in favor or against. 

Watch Ted’s success story below.

When Ted hired a new employee with a unique background, he exposed him to Morningstar to help him get up to speed. With Morningstar Direct Advisory Suite, the new employee can provide analysis and an opinion on investments almost immediately. Ted thinks Direct Advisory Suite sped up his career advancement a great deal.

Watch part two of Ted’s success story.

Ted Tiger and Tiger Investment Services have not received any cash or non-cash compensation from Morningstar, directly or indirectly, in exchange for this client success story.