A Single Decision That Frees You From Day-to-Day Investment Concerns
Our managed solutions ensure your investments are professionally managed, giving you the freedom to concentrate on the more important things in your life.
The benefits of a BMO Nesbitt Burns managed account include
• The simplicity of having all of your investments held within a single account with a predictable management fee. You’ll receive a single account statement with comprehensive reporting to help you track your progress.
• The peace of mind that comes from knowing that a team of experts are continuously working on your behalf to take advantage of investment opportunities, minimize potential risks and achieve your long-term goals and objectives.
• The freedom from the pressure and responsibility of making day-to-day investment decisions.
• The flexibility to invest in a program that can continually evolve to meet your current needs and future goals.
BMO Nesbitt Burns Architect Program®
Delivering the highest level of customization and diversification, the BMO Nesbitt Burns Architect Program combines professionally managed investment portfolios with complementary client-directed investment vehicles – all within a single solution and for a predictable, transparent fee. Guided by our expertise, Architect provides access to world-class investment portfolios that align to your specific investment preferences and tolerance for risk. With Architect, you’ll also have rigorous oversight performed by BMO Nesbitt Burns’ highly experienced due diligence teams, to make certain your portfolio stays true to its stated objectives.
BMO Nesbitt Burns BluePrint Program®
The BMO Nesbitt Burns BluePrint Program is a professionally managed investment solution providing access to the Best of BMO investment thinking. Aligned to your specific investment goals, preferences and tolerance for risk, the BluePrint Program provides an elite range of portfolios that are managed entirely by BMO Global Asset Management and BMO Capital Market’s highly experienced teams of investment professionals, while being personally coordinated by our team.
BMO Nesbitt Burns Quadrant Program®
The BMO Nesbitt Burns Quadrant Program (Quadrant) provides a professionally managed investment solution aligned to your financial goals and objectives.
Through Quadrant, investors benefit from a diversified portfolio managed by SEI Investments, a world leader in portfolio construction and asset allocation. Respected for their disciplined and comprehensive approach to managing investments, SEI determines the ongoing optimal strategic asset allocations and then selects investment managers from around the globe to participate in the management of each Quadrant portfolio. The result is reduced risk and volatility, combined with the potential for enhanced returns.
BMO Nesbitt Burns Meridian Program®
Meridian is a fee-based non-discretionary program that allows you and your Investment Advisor to work together to build and manage your portfolio, without paying commissions on each trade. You’ll pay one annual fee that provides you with a generous trade allotment based on your investable assets, allowing you and your Investment Advisor to focus on realizing your objectives without concern about individual trading costs.
This program is suitable for investors with at least $100,000 in assets who want maximum control of their investments. With Meridian you’ll receive the benefit of BMO Nesbitt Burns’ expertise, recommendations and guidance to make investment decisions based on advice, instead of the cost of implementation.