All-in-one investment solutions designed for today’s changing
With a focus on risk management and asset allocation, BMO Global Asset Management and ETF Capital Management have partnered to bring you unique investments engineered to help you sleep at night.
The funds combine tactical management with passive ETF investments and use a unique combination of market statistics, fundamental and technical analysis to build the portfolio.
BMO Tactical Dividend ETF Fund
Focused primarily on dividends, this core investment strategy has the ability to opportunistically explore asset classes that offer defensive or offensive potential to position the portfolio to benefit from current market conditions. Now available as a Mutual Fund and ETF.
BMO Tactical Global Growth Fund
A “go anywhere” global equity solution that uses a core and explore strategy and focused on reducing volatility.
BMO Tactical Balanced ETF Fund
An all-in-one, core balanced total return solution that tactically explores growth opportunities across the globe.
BMO Global Asset Management and ETF Capital Management
At BMO GAM, innovation meets investor need in many forms. With continued focus on long-term performance, our leading edge team anticipates your clients’ future needs and innovates to meet them. We provide outcome-oriented solutions for Canadian investors with a comprehensive line-up of in-house investment solutions, and leverage our scale and reputation to partner with select third party sub-advisors that can add value to a portfolio.
ETF Capital Management is a portfolio management firm specializing in custom tailored wealth management solutions for affluent Canadian Investors. Lead by Chief Investment Officer (and host of Berman’s Call on Bloomberg BNN) Larry Berman, ETF Capital Management combines the themes of wealth preservation and growth, with diversified ETF-based investing, and global tactical asset allocation.
“When it comes to building alpha, we recognize that getting asset allocation right is far more important than individual security selection. And that investing actively through ETFs helps us to do our job as managers that much better — particularly in markets like today’s, where ‘faster and cheaper’ count more than ever.”
— Larry Berman
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management U.S. and BMO’s specialized investment management firms.
BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from the Bank of Montreal. BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds and mutual funds. Please read the prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated.
®BMO (M-bar roundel symbol) is a registered trade-mark of Bank of Montreal.