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Morningstar Retirement and Alta Trust Company Launch Foundation Series Collective Investment Trusts to Expand Access to Professionally Managed Retirement Portfolios

CHICAGO, February 19, 2026--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broaden access to institutional-quality investment services for retirement plans of all sizes.

articleMorningstar, Inc.February 19, 20264/company/morningstar-inc/news/morningstar-retirement-and-alta-trust-company-launch-foundation-series-collective-investment-trusts-to-expand-access-to-professionally-managed-retirement-portfolios
Morningstar Retirement and Alta Trust Company Launch Foundation Series Collective Investment Trusts to Expand Access to Professionally Managed Retirement Portfolios

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