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Investment management

Your goals come first. Nothing else. That’s why we approach investment management by continually looking at where you are now and where you want to be. Through market shifts and life stages, each conversation you have with your wealth advisor is about one thing—helping you reach your goals.

The BMO difference

Access, expertise and the pursuit of your goals

Nothing is constant. Markets fluctuate. Life circumstances change. Your appetite for risk also evolves over time. We work with you to adjust your investment management strategies and tactics, so you can stay on track toward your goals. Here’s how we do it.

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Lead with experience

Experience and expertise drive our key decisions, including asset allocation, risk evaluation, manager selection and portfolio construction.

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Think unconventionally

We’re opportunistic and strategic in our approach, identifying investments and non-traditional asset classes that match your risk tolerance.

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Open up access

We give you direct access to the decision makers—from a dedicated portfolio manager and our research team, all the way to our senior leadership.

What to expect

Strategies for the short and long term, on your terms

This has been our investment management mindset from the very beginning. It’s the same approach that you can expect in everything we do for you.

  • Strategic and tactical asset allocation
  • Manager research
  • Portfolio management, monitoring and reporting
  • Investment account administration and capital market execution
  • Investment advisory services

Insights

With good news on the COVID-19 vaccine front and much—though certainly not all—of …
NOVEMBER 23, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
With tax laws in a state of flux what planning strategies should you consider? With Vice Preside…
NOVEMBER 19, 2020 NATHAN BYERS STEPHEN WHITE
Election dust continues to settle Joe Biden has declared victory while President Trump continues…
NOVEMBER 09, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.

The people behind the insights

Investment Management leadership
Michael Stritch
Michael Stritch, CFA
Chief Investment Officer and National Head of Investments
BMO Wealth Management - U.S.
Michael Stritch is Chief Investment Officer and National Head of Inve…
Michael Stritch is Chief Investment Officer and National He…
Michael Stritch is Chief Investment Officer and National Head of Investments for BMO Wealth Management – U.S…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management &ndash…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Ma…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strat…

FAQs

Our Strategy and Research Team uses a wide range of quantitative and qualitative factors to inform these critical decisions. We also believe a combination of active and passive strategies may produce stronger long-term results.

First, a wealth advisor has a conversation with you about your interests and needs. If we determine that you have a distinct need for these types of investments, then a portfolio manager will consult with our ESG practice to present a set of fund options that best meet your objectives.

We understand the importance of both after-tax and after-fee costs, and we consider both of these factors when putting together your investment plan.

Contact us

Call us

1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time

Find an advisor or office

Use our easy locator tool to find an advisor who can help you with your wealth management needs.

Find a BMO financial advisor

Under $3 million in investible assets

Find a BMO wealth advisor

For those with $3 million to $100 million or more in investible assets

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