Skip content Wealth Services Investment Management 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. Lead with experience Experience and expertise drive our key decisions, including asset allocation, risk evaluation, manager selection and portfolio construction. Think unconventionally We’re opportunistic and strategic in our approach, identifying investments and non-traditional asset classes that match your risk tolerance. 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 October Outlook for Financial Markets - Stickier inflation, Fed tightening and slowing growth “One of our worst traits in journalism is that when we have a narrative in our minds, we ofte… OCTOBER 19, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D. Debt Ceiling Brinkmanship Last month’s barrage of headlines around COVID and Afghanistan obscured the late-summer news … SEPTEMBER 20, 2021 EXPLORE RELATED INSIGHTS The people behind the insights Investment Management leadership Michael Stritch, CFA Chief Investment Officer BMO Wealth Management, U.S. Michael Stritch is Michael Stritch is Chief Investment Offi… Yung-Yu Ma, Ph.D. Chief Investment Strategist BMO Wealth Management - U.S. Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Ma… Michael Miranda, CFA® National Head of Investments BMO Wealth Management - U.S. Michael is responsible for all aspects of the investment ma… Peter O'Connor Regional President, Suburban Illinois BMO Private Bank Peter oversees the strategic development and delivery of BM… FAQs How do you make investment decisions in light of the current market and economic environment? How do you invest in alternative investments such as environmental, social and governance (ESG) funds? How do tax costs factor into your investment decisions? 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 Investment Services 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 Let us contact you Schedule a call with one of our wealth advisors. All fields are mandatory, unless marked optional. First name Last name Contact me by: Email Phone Email What are your needs? (Optional) Preparing for retirement Investing your assets Building a legacy Giving back Doing business Please select a range up to $250,000 $250,000 to $3,000,000 $3,000,000 to $30,000,000 $30,000,000 and above Prefer not to say Your investible assets Your message Tell us more about your needs so that we can provide you with the solutions that best fit your needs. (Optional) LEGAL The information you provided above will be used in accordance with the terms of our Privacy Policies Contact Us Follow BMO Harris Careers Security Privacy Form CRS Legal Disclosures Site Map Accessibility About our ads Cookie usage About Us For more information on individual Financial Advisors, you may visit: adviserinfo.sec.gov; cfp.net/verify-a-cfp-professional; brokercheck.finra.org *Services offered though BMO Private Bank, BMO Family Office and/or BMO Delaware Trust Company “BMO Wealth Management” is a brand name that refers to BMO Harris Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. BMO Family Office is a brand delivering family office services and investment advisory services through BMO Family Office, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission; investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; and trust services through BMO Delaware Trust Company, a Delaware limited purpose trust company. BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured. Not all products and services are available in every location. Family Office Services are not fiduciary services and are not subject to the Investment Advisors Act of 1940 or the rules promulgated thereunder. Investment products and services: ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A. NMLS #401052 BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured. Not all products and services are available in every location. Investment products and services: ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. BMO Private Bank is a brand name used in the United States by BMO Harris Bank N.A Member FDIC. Not all products and services are available in every state and/or location. Estate planning requires legal assistance which BMO Harris Bank N.A. and its affiliates do not provide. Please consult with your legal advisor. This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice to any taxpayer and is not intended to be relied upon. BMO Harris Bank N.A. and is affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors. BMO and BMO Financial Group are trade names used by Bank of Montreal. Banking products and services are subject to bank and credit approval. BMO Harris Bank N.A. Member FDIC. Notice to Customers To help the government fight the funding of terrorism and money laundering activities, federal law (USA Patriot Act (Title III of Pub. L. 107 56 signed into law October 26, 2001)) requires all financial organizations to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask you to provide a copy of your driver's license or other identifying documents. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. We may also ask you to provide a copy of your certificate of incorporation (or similar document) or other identifying documents. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors. If the requested information is not provided within 30 calendar days, the account will be subject to closure. Third party web sites may have privacy and security policies different from BMO Harris. Links to other websites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from BMO Harris web sites. This information is being used to support the promotion or marketing of the planning strategies discussed herein. This information is not intended to be legal advice or tax advice and should not be relied upon as such. You should review your particular circumstances with your independent legal and tax advisors. BMO Harris Bank N.A. is an affiliate of BMO Asset Management Corp., Taplin, Canida & Habacht LLC, Stoker Ostler Wealth Advisors, Inc., and BMO Family Office, LLC. INVESTMENTS Trust and certain investment products and services are offered by BMO Harris Bank N.A. Assets held under these products are segregated by law and are not subject to FDIC coverage. The BMO Funds are distributed through Foreside Financial Services, LLC a limited broker dealer. Investment advisory services are offered through BMO Asset Management Corp., Taplin, Canida & Habacht LLC, and BMO Family Office, LLC.