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.
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.