Managed Asset Approach

Managed & Fee Based Programs

 

BMO Nesbitt Burns Managed Portfolio Account Program®

Benefits:

  • As Portfolio Managers, we deliver fully discretionary portfolio management services through your BMO Nesbitt Burns Managed Portfolio Account.

  • You have the peace of mind that comes from having
    a direct connection to the person making the investment decisions in your
    portfolio.

  • We will carefully assess your needs, design an investment
    strategy based on time tested investment methodologies and world class investment
    research, and create a portfolio designed to promote your best interests
    every step of the way.

 

BMO Nesbitt Burns Architect Program®

Benefits:

 

  • A greater level of diversification and monitoring that provides an opportunity to enhance return potential while seeking to limit volatility.

  • Within a single account, you have access to unparalleled investment alternatives including a wide range of leading money managers, a selection of top ranked mutual funds and Exchange-Traded Funds (ETFs).

  • Value-added services such as automatic rebalancing and enhanced tax management which combine to provide a more robust approach to portfolio management.

 

BMO Nesbitt Burns Meridian Program®

Benefits:

 

  • With the Meridian Program, you receive the benefits of full-service advisory support from us along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.

 

BMO Nesbitt Burns BluePrint Program®

Benefits:

Opportunity to invest in one or more of seven model portfolios actively managed through BMO Financial Group’s in-house investment managers.

  • Access the investment expertise of Jones Heward Investment Counsel (JHIC) and Harris Investment Management (HIM).

  • Four unique Fixed Income Portfolios and access to BMO Capital Markets’ top ranked* research through the Canadian Equity and Total Equity Portfolios.

  • Alternatively, you’ll be able to access HIM quantitative research through the U.S. Equity Portfolio.