Managed Portfolio Account – A Personalized Approach to Investing
Your Portfolio. Your Goals. Our Expertise.
For many investors, a traditional investment account may not provide the level of attention or flexibility required to achieve their objectives. Our Managed Portfolio Account (MPA) offers a more refined solution: a direct relationship with a dedicated Portfolio Manager who understands your goals and manages your investments with precision and care. By delegating day-to-day investment decisions to a professional, you gain the freedom to focus on what matters most, while enjoying the confidence that your portfolio is actively managed by an experienced professional backed by the full resources of BMO Private Wealth.
Why Choose a Managed Portfolio Account?
Discretionary portfolio management means your Portfolio Manager has the authority to make investment decisions on your behalf, guided by a clearly documented strategy tailored to your needs. Unlike traditional accounts, you are not required to approve every transaction. Instead, you benefit from:
Direct access to the individual managing your investments. Freedom from daily oversight, allowing you to focus on your
priorities. Confidence and clarity, knowing your portfolio is aligned with your objectives.
Our Process: A Structured Approach
Your portfolio is more than a collection of investments—it reflects your aspirations and financial priorities. Our disciplined process ensures that every decision is intentional and evidence-based:
Step 1 –Define Your Investor Profile
We begin by developing a comprehensive understanding of your financial situation, long-term objectives, risk tolerance, and any unique considerations. Together, we create your Investment Policy Statement (IPS)—a personalized roadmap that guides all decisions for your account.
Step 2 – Construct Your Portfolio
Your Portfolio Manager designs a portfolio tailored to your needs, selecting investments, applying tax-efficient strategies, and incorporating any preferences you may have, including Environmental, Social, and Governance (ESG) considerations. You maintain direct ownership of your holdings for complete transparency.
Step 3 –Active Management
Markets evolve, and so do your circumstances. Your Portfolio Manager continuously monitors your portfolio, making timely adjustments to capture opportunities and manage risk. Every decision is informed by world-class research and advanced trading technology.
Step 4 – Review and Monitor
You determine the level of engagement that suits you best. Whether through regular discussions or periodic updates, you will always have access to detailed monthly statements and secure online account information via BMO Nesbitt Burns Gateway®.
The Advantages of a Managed Portfolio Account:
Personalized Strategy – Designed around your goals and preferences.
Professional Oversight – Managed by an accredited Portfolio Manager held to the highest fiduciary standards.
Transparency and Simplicity – One all-inclusive fee covers portfolio management, trading, reporting, and advice.
Confidence and Clarity – A disciplined process that adapts as your life evolves.
Take Your Investing Further:
The Managed Portfolio Account is ideal for individuals seeking a trusted professional to manage their investments while maintaining a personal connection. You will have a one-on-one relationship with the person making decisions for your portfolio—someone who understands your objectives and is committed to your success.
Want to learn more? Speak with our team today and discover how the Managed Portfolio Account can help you achieve your financial goals.