Managed Programs

• Architect Program
• Advance Program
• BluePrint Program
• Managed Portfolio Account Program
• Quadrant Program

Investment Solutions

BMO Nesbitt Burns Architect Program®
The BMO Nesbitt Burns Architect Program is the next evolution in unified managed accounts. Now within a single, comprehensive program, you can achieve a level of diversification and sophistication previously only possible through multiple investment accounts.

Now a Unified Investment Account (UIA), the Architect Program brings together the best of separately managed accounts with the best of traditional investment accounts by providing you with unique opportunity to hold managed and non-managed investments within a single account.

With the Architect Program your BMO Nesbitt Burns Investment Advisor has full flexibility when designing and constructing your recommended portfolio. The Investment Advisor will draw from a selection of separately managed accounts, mutual funds, exchange traded funds and other eligible managed and non-managed investment vehicles. This selection will include access to investment managers previously available to investors with institutional level of investable assets.

Designed to provide you with the opportunity to enhance your return potential while seeking to limit the volatility of returns, the Architect Program provides you with enormous benefits:

• An individualized strategic asset mix;
• Skilled expertise in portfolio management that incorporated risk management principles by including the potential for diversification by investment vehicles, managers and styles;
• Ongoing portfolio oversight, and;
• Active coordination of the underlying investment vehicles for systematic portfolio rebalancing, and intelligent cash management.

The Architect program is a truly collaborative approach to investing, with more freedom and flexibility than ever before in deciding your level of involvement in building your financial future.

Benefit from the power of one ...
The Architect program gives you:

• One account to hold managed and non-managed investments;
• One investment policy statement executed through one coordinated portfolio;
• One set of documents to complete;
• One fee;
• One all-inclusive quarterly performance statement, and;
• One annual summary of activity.

It all adds up to the most efficient and effective investment solution available to you.

View our press release announcing the launch of our new program.

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.