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Managed Portfolio Accounts
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 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. Clients can choose from
Canadian Equity, U.S. Equity, Total Equity, two balanced portfolios and
four fixed income portfolios.
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.