The first full-featured unified managed account (UMA) in Canada. You benefit from a greater level of diversification and monitoring that provides an opportunity to enhance return potential while seeking to limit volatility. Within a single account, you have access to unparalleled investment alternatives including a wide range of leading money managers, a selection of top ranked mutual funds and Exchange-Traded Funds (ETFs), in addition to value-added services such as automatic rebalancing and enhanced tax management which combine to provide a more robust approach to portfolio management. You also receive the comfort of multiple layers of monitoring – BMO Nesbitt Burns Portfolio Management Advisory Group, external investment consultants, and your Investment Advisor. For a minimum investment of $150,000 the Architect Program delivers enormous benefits through a single, simplified solution.
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. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. With the Meridian Program, you receive the benefits of full-service advisory support from me along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
For some investors, maintaining a traditional investment account simply doesn’t suit their needs or lifestyle. These individuals prefer to enter into a relationship with a personal Portfolio Manager to take them to the next level of investing. The BMO Nesbitt Burns Managed Portfolio Account® offers you a direct relationship with an accredited Portfolio Manager and gives you the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio. Yet, by delegating the day to day decision making, you have more time to pursue your other goals and interests.
Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. Your investment strategy will be designed and managed according to your clearly documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every transaction.
It’s a win win situation. You are directly in touch with the person managing your investments, yet are not required to oversee each decision. These are handled by your Portfolio Manager whom you’ve entrusted to manage your investments on a discretionary basis.