1 First Canadian Place
40th Floor , P.O. Box 150
|Managed Portfolio Account
A twist on the traditional set-up: clients in the Managed Portfolio Account Program (MPA) are free from the worry of day to day portfolio management and investment making decisions. Give us the responsibility of managing your investments on a discretionary basis and allow our experience and dedication to make the most for your portfolio.
This non-discretionary fee-based program offers our clients the benefits of advisor-based, full-service investing with the option of online trading for one all-inclusive fee. With a minimum investment of $100,000, clients pay an annual fee, instead of commissions on every transaction.
The BMO Nesbitt Burns BluePrint Program is a managed account program that uses the internal expertise of BMO Capital Markets top-ranked equity research team* and BMO Financial Group’s institutional portfolio managers; Jones Heward Investment Counsel manages Canadian equity and fixed income, Harris Investment Management manages U.S. equity, and Pyrford International manages international equity. Let us help choose the right portfolio for you!
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.
This segregated managed assets program 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, we will work closely with you to develop an Investment Policy Statement, which lays the foundation to build a customized portfolio to suit your personal needs. One all-inclusive fee charged quarterly, based on the assets under management, covers all of the Advance Program services.
* Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.