Sleep-at-night portfolios

BMO Global Asset Management and ETF Capital Management

All-in-one investment solutions designed for today’s changing
markets

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.

Adaptive
allocation

Benefit from meaningful shifts that position the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets.

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Thoughtful risk management

Focused on risk-adjusted returns with the flexibility to take advantage of short-term market movements to help manage the downside risk while still capturing growth.

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Experienced

With close to 30 years of investment management expertise, Larry Berman & ETF Capital Management have an enviable track record combining the themes of wealth preservation and growth, with diversified ETF-based investing and global tactical asset allocation.

Investment approach

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.

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“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

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Larry M. Berman

Larry M. Berman

Partner and CIO, ETF Capital Management
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Partner and Chief Investment Officer, Larry Berman is a Co-Founder of ETF Capital Management (www.etfcm.com) and the Independent Investor Institute (www.educatedtrader.com). Larry is well known as the host of Berman’s Call on The Business News Network (BNN). His qualifications and nearly 30 years of industry experience are extensive. Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter-holder, a US registered Commodity Trading Advisor (CTA), and holds a BA in Economics from York University.

 

Larry began his career as a Toronto based investment advisor. Shortly thereafter, he completed a technical internship in New York with the Market Technicians Association (www.mta.org) in 1994, where he studied the techniques of many top Wall Street technicians.

 

Prior to founding ETF Capital Management, Larry was Chief Technical Strategist and Managing Director for CIBC World Markets -where he was ranked as one of Canada’s “Top 3 Analysts” including #1 in fixed-income according to Brendan Wood institutional investor surveys. Larry was also a senior technical analyst for Thomson IFR in Boston and senior technical analyst and trader for Marleau, LemireFutures in Toronto.

 

Larry is the primary author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI), which is the basis of education for technical analysis in Canada. Larry is past President of the Canadian Society of Technical Analysts (www.csta.org), past Vice-Chairman (Americas) of the International Federation of Technical Analysts (www.ifta.org), and past President of the Market Technicians Association (www.mta.org) -where he is currently the subject matter expert for behavioural finance.

 

Larry is passionate about educating investors and giving back to the community. He is an active supporter of brain research at the Baycrest foundation, and sits on the investment committee for the Children’s Aid Foundation, where he established the Berman Family Scholarship to help adopted youths in financial need to fund a post-secondary education. As a sought after speaker, Larry lectures on global macro-economics, behavioural finance, and technical analysis. Each week on BNN’s Berman’s Call, Canadians look to Larry Berman to deliver insights about market performance -with a focus on education, asset allocation, and prudent risk management.

Disclosures

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.