Portfolio Construction

In constructing your portfolio, your Portfolio Manager can draw on the deep resources of BMO Nesbitt Burns and BMO Capital Markets. This includes our top ranked equity research, the work of 3rd party research providers and the expertise of our trading desks. Your overall asset mix strategy will set the framework to build your portfolio. Once that framework is set, your Portfolio Manager will invest in a mix of investments from a wide range of investment opportunities, based on your Investment Policy Statement.

The BMO Nesbitt Burns Managed Portfolio Account is not a one size fits all solution as your portfolio is designed and managed for your own specific needs. Since you directly own the holdings in your account, your Portfolio Manager has added flexibility to select unique investments, recommend particular trading strategies and address issues such as increasing the overall tax effieciency of your portfolio.