At BMO Nesbitt Burns, we offer a number of managed portfolio solutions for clients. Access to world-class money managers, industry-leading research and a customized approach to investing are key reasons to consider a managed approach. Below is a brief overview of the options. If you would like further information, please call me to discuss how one of these could work for your investments. ~ Joe
The Architect Program is the next evolution in unified managed accounts that allows you to achieve enhanced portfolio diversification within one account. The Architect Program combines all the advantages of separately managed solutions with the best of traditional investing within a single, coordinated account.
•The flexibility to invest in managed and non-managed investment vehicles – all within one account.
• Convenient approach –– one portfolio and one set of documents;
• Facilitation of tax management;
• Single annual fee (payable either quarterly or monthly as you so desire) and low investment minimums;
• Single, comprehensive reporting package;
• Access to a level of diversification previously available only in a complex investment structure using multiple accounts.
As a managed investment portfolio, the BluePrint Program allows you to benefit from the research expertise of our top-ranked institutional equity research analysts. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs. Every quarter you receive a comprehensive personalized Quarterly Review. A single quarterly or monthly fee covers all professional portfolio management services and transactions costs.
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.
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.