BMO Nesbitt Burns
55 Water Street West
Fee Based Managed Solutions
BMO Nesbitt Burns Quadrant Program
The Quadrant Program follows a disciplined investment process using five levels of diversification to minimize risk and decrease volatility in your portfolio. Your assets are strategically allocated by asset class, investment style, market capitalization, investment manager and geographic location. Each Quadrant portfolio consists of specialized mutual funds from SEI Investments (SEI), one of the largest "manager of managers” in the world. An Investment Policy Statement provides the framework on which your portfolio is built and also clearly outlines your asset mix, risk tolerance and investment goals. Quadrant portfolios are monitored on an ongoing basis by BMO Nesbitt Burns to ensure they operate within their stated target asset allocation. An annual fee covers the features and benefits offered by the Quadrant Program and your Investment Advisor.
BMO Nesbitt Burns Meridian Program.
Meridian is a non-discretionary, fee-based brokerage program offering clients the benefits of advisor-based, full-service investing. This innovative program provides you with the benefits of an overall holistic approach to managing your entire wealth situation, the ability to hold almost any investment vehicle without paying additional costs or fees and regular portfolio monitoring and rebalancing. Clients pay an annual fee, instead of commissions on every transaction.
BMO Nesbitt Burns Architect Program.
Introducing the next evolution of managed accounts. The Architect Program is a new kind of managed account solution - a unified managed account that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All of this is brought together in one coordinated portfolio, with the rigorous oversight and due diligence from our internal and external teams.
BMO Nesbitt Burns Managed Portfolio Account Program
The BMO Nesbitt Burns Managed Portfolio Account (“MPA”) Program®
is a fee for advice program that establishes a direct relationship between a client and an accredited BMO Nesbitt Burns Portfolio Manager/Associate Portfolio Manager (“PM/APM”). Qualified Investment Advisors are registered as PMs/APMs and manage their clients’ portfolios on a discretionary basis in a manner that is consistent with each client’s investor profile as outlined in their Investment Policy Statement.
For more information on our Managed Portfolio Account Program click here