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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


In case you missed it, we invite you to listen to the replay of our Outlook Financial Markets Repor…
Please click the image below to watch the video.        …
MARCH 15, 2023 YUNG-YU MA, PH.D.
At BMO, we are committed to our clients, communities, colleagues, and shareholders. This commitment…

The people behind the insights

Investment Management leadership
michael miranda photograph
Michael Miranda, CFA®
National Head of Research and Investments
BMO Wealth Management - U.S.
Michael is responsible for all aspects of the investment management busine…
Michael is responsible for all aspects of the investment ma…
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wea…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in…
Yung-Yu Ma is the Chief Investment Strategist for BMO Wealt…
Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in the U.S. and joined the organization in 2016…
Peter O'Connor
Peter O'Connor
Regional President, Suburban Illinois
BMO Private Bank
Peter oversees the strategic development and delivery of BMO Private Bank&…
Peter oversees the strategic development and delivery of BM…
Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform t…


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


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

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

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Under $2 million in investible assets

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For those above $2 million to $100 million or more in investible assets

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