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Anthony Sachlas

Tel: 514-428-2945

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1 rue Holiday
Tour Ouest, Bureau 110
Pointe Claire, QC
H9R 5N3
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Investing

Managed Account Programs Offer Time-Tested Concepts

Today, many clients are considering the benefits of turning to a professional money manager to invest their assets. The time-tested concepts behind managed account programs, such as establishing a long-term asset mix strategy, and implementing portfolio and volatility risk controls have never been more important than they are in today's environment.

Your long-term asset mix is a key determinant of your overall portfolio performance. By investing in both equities and fixed income securities, you may be more insulated from equity market volatility since these asset classes are not highly correlated, which means that one tends to be performing well while the other is not. Diversification, not only by asset mix, but also by manager and investment style, is a key element for risk control. In this way, you will hold a variety of different instruments, managed by differing investment managers and styles, thus finding a steadier ride during times of market volatility.

The managed account process begins by determining your long-term investment objectives and goals. From there your investment profile, needs and requirements are matched with the program that is most suitable for you. We offer tdifferent managed account programs that feature some of the world's best managers, high level manager due diligence and monitoring, and top-ranked* equity and fixed income research. Each program has its own unique benefits and the programs can be used in combination with each other, or with a more traditional approach in which you are involved in the day-to-day decisions.

An important feature of a managed account program can be the benefits provided by an 'open architecture' manager platform. By 'open architecture' we mean: the bringing together of some of the best investment managers and solutions from around the globe, with me, your Investment Advisor, as your main point of contact. By shopping the investment management market of the world on behalf of our clients, and continuing to monitor and evaluate these managers on an ongoing basis, clients can rest assured that they are always going to be provided with some of the world's best investment talent.

At BMO Nesbitt Burns we provide open architecture through many of our different managed account programs.

BMO Nesbitt Burns Architect Program®
At BMO Nesbitt Burns we have always been at the forefront of investing innovations, so it will come as no surprise that we are leading the way again. We have elevated the managed assets concept to the next level with the BMO Nesbitt Burns Architect Program, the first full-featured unified managed account (UMA) in Canada. Some of the features of the program are: institutional-calibre investment managers, enhanced diversification, strategic asset allocation, and active portfolio oversight.

If you are looking for a simpler way to manage your assets and build wealth, the Architect Program achieves this by consolidating your investments into one account. It’s simple to track your progress towards your goals as the performance for all of your Architect investments is presented in one consolidated quarterly performance package. But the benefits of the Architect Program go well beyond ease and simplicity.

Affordable, accessible professional money management

For a minimum investment of $150,000, the Architect Program provides you with a managed assets solution previously available only to investors with significantly larger amounts of investable assets. Within a single account, you have access to:
  • A wide range of leading money managers from Canada, the U.S., and around the world

  • A selection of Mutual Funds ranked "Top Pick” by BMO Nesbitt Burns Mutual Fund research

  • Numerous Exchange Traded Funds (ETFs) from Barclays Global Investors Canada Limited

  • Automatic rebalancing

  • Enhanced tax management

  • A more robust approach to Manager and style diversification.
A whole new level of diversification

The Architect Program takes you beyond the traditional approach to diversification – an appropriate mix of fixed income and equity investments – to one that is on par with the approach used by institutional investors and pension plan managers. Through the Architect Program, I will diversify by investment management styles and vehicles in order to manage risk and optimize your long-term return potential. Depending upon your preferences, your customized Architect solution may incorporate alternative investments and other specialty asset classes.

Integrated with our proven investment approach

The Architect Program provides you with a proven approach to investing:
  • Developing a personal plan for success: crafting your personal investment policy statement.

  • Laying the foundation: developing your portfolio’s optimal asset mix strategy.

  • Constructing your customized portfolio: adequately diversifying your portfolio’s mix of money managers and investment vehicles.

  • Actively monitoring your portfolio’s investment managers and investment vehicles with the oversight of a team of professionals working for you; and reporting back to you on your progress towards your stated goals and objectives.
Get the power of one working for you

The Architect Program delivers enormous benefits through a single, simplified solution. One investment policy executed through one coordinated portfolio. One set of documents, one fee and one all-inclusive quarterly statement. It all adds up to one of the most efficient and effective investment solutions available to you.

Take this opportunity to consider the benefits of a managed account. One decision is all you have to make. Please contact me to learn more.