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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

CURRENT MARKET NEWS
S&P 500 earnings for Q4 2020 finished with positive growth of around 4% (see the chart below). …
MARCH 17, 2021 JAY RITTER YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
What happened? President Biden’s massive $1.9T COVID relief package was passed through the…
MARCH 11, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
February has seen a steady climb in longer-term Treasury rates with the 10-year T-Note at 1.35%, wh…
FEBRUARY 24, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.

The people behind the insights

Investment Management leadership
Michael Stritch
Michael Stritch, CFA
Chief Investment Officer BMO Wealth Management, U.S. and BMO Family Office
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth…
Michael Stritch is Michael Stritch is Chief Investment Offi…
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth Management – U.S. and BMO Family Offic…
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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