Client portfolios can benefit from the addition of alternative investments as they can provide non-correlated returns relative to traditional investments while also focusing on capital preservation and appreciation.Many hedge fund strategies aim to deliver absolute returns in all market environments and may utilize multiple alternative strategies to try to achieve this goal such as long/short investing, leverage, arbitrage and derivatives. You’ll pay one annual fee that provides you with a generous trade allotment based on your investable assets, allowing you and your Investment Advisor to focus on realizing your objectives without concern about individual trading costs. This program is suitable for investors who want maximum control of their investments with the flexibility to execute trades online or through their Investment Advisor. An annual fee covers the features and benefits offered by the Quadrant Program and your Investment Advisor. With your portfolio in the hands of a dedicated professional you trust, you’ll have the peace of mind that comes from knowing that your Portfolio Manager is backed by the extensive knowledge and resources of BMO Financial Group. Guided by your Investment Policy Statement – which clearly documents your specific needs, goals and tolerance for risk – your BMO Nesbitt Burns Portfolio Manager is able to manage your portfolio in a manner that is consistent with your objectives. Meridian is a fee-based non-discretionary program that allows you and your Investment Advisor to work together to build and manage your portfolio, without paying commissions on each trade. BMO Nesbitt Burns offers a selection of managed and fee-based investment programs. This interest is paid to the bondholder, usually semi-annually, as income during the term of the bond or upon the bond’s maturity date, along with their principal investment. Decisions are based on advice, rather than on the cost of implementation. With Meridian you’ll receive the benefit of BMO Nesbitt Burns’ expertise, recommendations and guidance to make investment decisions based on advice, instead of the cost of implementation. With the BMO Nesbitt Burns Meridian Program®, you can access real-time quotes on listed securities, BMO Nesbitt Burns Canadian Equity, proprietary mutual fund research, as well as third party U.S. and Global research. With the Meridian Program, you receive the benefits of full-service advisory support from me along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration. Cost effective All-inclusive fee Offer competitive returns over short periods – usually in terms ranging from one month to one year. Asset allocation is a powerful strategy that can minimize risk while maximizing your portfolio’s growth over the long term. These meet the specialized needs of investors who want greater investment flexibility and freedom or seek equity portfolio management on their behalf. When you’re seeking regular income or want to add stability to your portfolio, we offer access to a wide range of fixed income investments.When you’re seeking regular income or to want to add stability to your portfolio, we offer access to a wide range of fixed income investments.
Through Gateway, the investment world is at your fingertips. The BMO Nesbitt Burns Quadrant Program (Quadrant) provides a professionally managed investment solution aligned to your financial goals and objectives. And, for those looking for a traditional relationship with their BMO Nesbitt Burns Investment Advisor, our fee-based offer includes non-discretionary programs that allow you to remain fully involved in all investment decisions regarding your portfolio. Either way, you’ll pay one annual fee that is fully transparent, providing you with the flexibility to invest as you see fit, without paying commissions on every transaction. And when it comes to research, nobody does it better than BMO Nesbitt Burns. See how our services can help address your complete financial needs.If you are a current BMO Nesbitt Burns client, please contact your Investment Advisor for a conversation. Asset allocation is a powerful strategy that can minimize risk while maximizing your portfolio’s growth over the long term.
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