Managed Programs

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

Investment Solutions

Managed Programs
Our managed programs offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a managed asset program, you and your BMO Nesbitt Burns Investment Advisor work together to develop the overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.

BMO Nesbitt Burns Architect Program®
The BMO Nesbitt Burns Architect Program is the next evolution of unified managed accounts. As 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 a unique opportunity to hold managed and non-managed investments, within a single account.

BMO Nesbitt Burns Advance Program®
Forms a team composed of you, your Investment Advisor and an experienced professional investment manager. Together, you'll develop a personalized Investment Policy Statement that sets out your goals and determines the types of investments and the management style that is right for you.

BMO Nesbitt Burns BluePrint Program®
Offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.

BMO Nesbitt Burns Managed Portfolio Account Program®
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.

BMO Nesbitt Burns Quadrant Program®
Your Investment Advisor will develop a portfolio for you that's designed to take advantage of a number of investment styles, thus reducing the effects of short-term fluctuations and increasing the likelihood of reaching your long-term goals.

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.

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