BMO Asset Management CORP.

Fee-Only (% of Portfolio)

BMO Asset Management Corp. is a registered investment advisor headquartered in Chicago, Illinois, operating as a wholly owned subsidiary of Bank of Montreal. BMO Asset Management specializes in managing investments in senior secured loans and related credit instruments for institutional clients, private funds, collateralized loan obligations, and separately managed accounts. Investment opportunities are sourced exclusively through an affiliated lending unit, BMO Sponsor Finance. BMO Asset Management exercises discretionary authority to manage portfolios in accordance with each client's specific investment guidelines and governing documents. The firm serves institutional investors, insurance companies, and financial institutions, requiring clients to meet accredited investor and qualified purchaser standards. BMO Asset Management does not provide financial planning or investment management services to individual retail investors.

Assets Under Management$6.2B
Clients16
Advisors1
Avg. per Client$390M
Avg. per Advisor$6.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

BMO Asset Management CORP. - Fees, AUM & Advisors | TrueAdvisor