BMO InvestorLine has been a leader in providing clients with independent, third party Model Portfolios that make it easy for them to diversify their investments.
We offer third party Model Portfolios from Lipper or BMO FundSelect Portfolios and BMO SelectClassTM Portfolios. You can select from 7 groups in all - 2 ETF Model Portfolios and 5 Mutual Fund Model Portfolios. Within each of these groups, you choose the Model Portfolio for your selected Investor Profile: Security, Balanced, Growth and Aggressive Growth.
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Here’s why you should choose our Model Portfolios:
Top Providers – Exclusive to BMO InvestorLine. We’ve partnered with Lipper to bring you 4 Lipper Leader Model Portfolios: 2 ETF Portfolios and 2 Mutual Fund Portfolios. Lipper - a Thomson Reuters Company – is a leader in fund intelligence and analysis. All the Lipper Leader Model Portfolios are based on a proprietary Lipper rating and built by their independent and unbiased experts. Plus, we give you access to Lipper Top Picks and Lipper’s exclusive content, monthly podcasts covering U.S. and Canadian market performance highlights, and quarterly commentaries on Lipper Model Portfolios.
Simplicity – All our Model Portfolios are aligned with our Asset Allocator Investor Profiles and fall into four risk profiles: Security, Balanced, Growth and Aggressive Growth. If you haven’t yet determined your Investor Profile, use the Asset Allocator to help you plan your portfolio.
Automatic Rebalancing – Our BMO Mutual Funds Model Portfolios automatically rebalance so the work is done for you, keeping you on track with your investing goals. Find our more about BMO FundSelect Portfolios and BMO SelectClassTM Portfolios.
One-Step Purchasing Process – You don’t have to buy individual funds. Diversification of your investments and our purchasing process is simple and easy to follow.