Managed Programs

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

Investment Solutions

BMO Nesbitt Burns Managed Portfolio Account Program®

Not Just any Portfolio Manager. Your Portfolio Manager.
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 direct access 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 to review and approve every transaction.

Your portfolio is customized for you.
Following a five-step process your Portfolio Manager will carefully assess your needs, design an investment strategy based on time-tested investment methodologies and world-class investment research, and create a portfolio designed to promote your best interests every step of the way.

Step 1 – Your Investment Policy Statement
Step 2 – Determine Your Asset Mix
Step 3 – Portfolio Construction
Step 4 – Portfolio Management
Step 5 – Review and Monitor

If you have substantial assets to invest, the BMO Nesbitt Burns Managed Portfolio Account offers unique rewards. The minimum investment for this account is $250,000 or, if several accounts are being managed to a combined investment objective, one must have satisfied the $250,000 minimum.

You can feel confident that your financial interests are being expertly managed by a professional Portfolio Manager backed by the knowledge and resources of BMO Financial Group, while preserving more of your time for other interests.

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.