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|The Architect Program is a new kind of managed account solution – a unified managed account (UMA) that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All brought together in one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.
The Advance Program is a segregated managed assets program that combines the exceptional services of BMO Nesbitt Burns with the expertise of world class money managers, the due diligence of our Portfolio Management Advisory Group and third-party consultant, Mercer Investment Consulting. Leveraging off the team of professionals, the Investment Advisor works closely with the client to develop an Investment Policy Statement, which lays the foundation to build a customized portfolio to suit the client's individual needs. One all-inclusive fee charged quarterly, based on the assets under management, covers all of the Advance Program services.
The Blueprint Program provides access to BMO Capital Markets top-rated investment research and professional portfolio managers. Through the BluePrint Program, clients have access to nine portfolios that are fully managed on a segregated account basis for a low competitive fee. With your help, clients determine which of the established portfolios meet their investment objectives. Clients can choose from Canadian Equity, U.S. Equity, Total Equity, two balanced portfolios and four fixed income portfolios.
Please Click Here to see the manager profile on our Canadian Equity model.
The Quadrant Program is a high end mutual fund wrap program that leverages the expertise of BMO Nesbitt Burns, SEI Investments (SEI), some of the world’s most talented money managers and state of the art investment process and technology to control risk while providing the potential of superior risk adjusted return relative to traditional investment vehicles.
Please Click Here to see the manager profile on our Quadrant All Equity model.