Managed Asset Programs

Managed & Fee Based Programs

Our managed programs offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a managed asset program, you and your BMO Nesbitt Burns Investment Advisor work together to develop the overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.


BMO Nesbitt Burns BluePrint Program®
The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.


BMO Nesbitt Burns Advance Program®
The BMO Nesbitt Burns Advance Program offers a highly-individualized approach to establishing and maintaining an appropriate investment strategy and portfolio. The Advance program achieves this by calling on the personal services of a BMO Nesbitt Burns Investment Advisor and on the expertise of leading investment managers from around the world. Until recently, the services of these managers have been beyond the reach of most individual investors.


BMO Nesbitt Burns Quadrant Program®
Your Investment Advisor will develop a portfolio for you that's designed to take advantage of a number of investment styles, thus reducing the effects of short-term fluctuations and increasing the likelihood of reaching your long-term goals.


BMO Nesbitt Burns Meridian Program®
Advice, recommendations and assistance – along with the choice of online trading – for one competitive, all-inclusive annual fee.
The BMO Nesbitt Burns Meridian Program combines all of the benefits of an ongoing relationship with your Investment Advisor with the power of the Internet. You will receive immediate online access to a wealth of expertise and information, including near real-time details on your existing holdings, and investment opportunities identified by the top-ranked* BMO Nesbitt Burns Research Team.