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INVESTMENT ADVISORY


We have a long history of helping clients of significant wealth manage complex investment strategies, including sophisticated solutions such as alternative investments. You can count on a customized portfolio and personalized strategies designed to meet your individual investment goals and risk tolerances.

WE’RE HERE TO HELP


Our experts are here to help you achieve what matters most to you.
Learn more about our team members and get in touch with one today.

Michael Finan, CFA

Managing Director, CTC l myCFO

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Michael Miranda, CFA

Managing Director, CTC l myCFO

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OUR APPROACH


At BMO Wealth Management, we believe in the benefits of non-conventional thinking, and that investing in unique, non-traditional asset classes may deliver better risk-adjusted returns. Our alternative investments include both liquid and illiquid solutions that invest in a wide variety of ways. 

 

Our large team of experienced investment research professionals is extremely well connected within the industry, and we dedicate considerable resources to keep pace with the evolving marketplace.  Using our robust list of recommended funds, each of which as passed our rigorous approval process, we create customized portfolios for our clients, designed with individual investment goals and risk tolerances in mind.  

 

Alternative investments

In certain cases, alternative investments can be an important component of an overall portfolio, however they are not suitable for all investors. Alternative investments can introduce risks that are amplified when compared with other asset classes, such as illiquidity, difficulties in valuation, financial leverage and short selling.  Such strategies have the potential to generate heightened volatility and, in some cases, significant investment losses. Our wealth management investment professionals are well versed in the pros and cons of alternative investments and can advise you on whether they may be a good option for your needs.  

 

Many funds aim to deliver absolute returns in numerous market environments, and may use multiple strategies to achieve this objective such as long/short investing, tactical trading, arbitrage and event driven approaches. Private market strategies also aim to deliver absolute returns, but over a longer time horizon. These investments can include private equity (venture capital, buy outs), private credit (private lending, distressed/turnaround situations) private real assets (real estate, tangible assets), or other special situations (royalties, reinsurance).  

 

Let us help put the right strategies to work for you.    

RELATED INSIGHTS


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.

Jan 99, 2099 | Primary Category, Secondary Category | Name of Author
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