Wealth Creation and Preservation
BUSINESS SPECIALTIESAsset Mix Management
A key determinant to successful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. Using recommendations from BMO Nesbitt Burns’ Research Department, The Litman Group work closely with their clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate.
Managed Assets Program
Managed Assets programs offer a better way to manage the complexity and overwhelming choice that comes with investing. They offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a BMO Nesbitt Burns Managed Assets program, you and our team work to develop your overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.
BMO Nesbitt Burns Meridian Program®
The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. The BMO Nesbitt Burns Meridian Program simplifies the process of getting to know you and your situation. With the Meridian Program, you receive the benefits of full-service advisory support from The Litman Group along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
OUR PORTFOLIOS - DIVERSIFIED, INNOVATIVE, UNBIASED PORTFOLIOS
We capitalize on the advantages of using professional portfolio managers to maximize the success and cost-effectiveness of your investments. The BMO Nesbitt Burns platform gives us flexibility and access to the world’s finest money managers at reduced fees. Bank of Montreal’s advanced technical and quantitative models also provide valuable research findings and have no pre-packaged formats we must follow enabling us to create a truly individualized portfolio for you without bias.
THE LITMAN GROUP ADVANTAGE - THE ADVANTAGE OF FEE-BASED ACCOUNTSWe offer you all the functionality and flexibility of full brokerage services for a single, asset-based fee. Rather than paying a brokerage commission each and every time your portfolio requires maintenance, you pay a single, competitive fee based on the asset balance in your portfolio. Fee-based investing allows you to focus solely on what is right for you and your portfolio rather than the costs of individual transactions. It establishes a shared goal — the overall enhancement of your portfolio and achievement of your financial objectives.