MAAP - MAAP Strategies

The BMO Managed Asset Allocation Program (MAAP) features tactical asset allocation strategies designed to meet your long-term financial goals. You and your M&I investment professional can select an asset allocation strategy based on your investment time horizon and personal risk tolerance. Fifteen professionally managed investment strategies are available from which to choose, ranging from the more conservative diversified income portfolio to the more aggressive strategic stock portfolio, including a selection of tax-advantaged strategies.

Each strategy is supported by investigative research from multiple sources, as well as the valuable intellectual capital of the Asset Allocation Team at M&I Investment Management Corp., adviser to the BMO Funds.

Asset Allocation Strategies Span the
Risk-Reward Spectrum
Strategic Stock
Aggressive Stock
Diversified Stock
Aggressive Balanced
Growth Balanced
Strategic Balanced
Moderate Balanced
Diversified Income
Fixed Income
Aggressive Balanced Tax-Advantaged
Growth Balanced Tax-Advantaged
Strategic Balanced Tax-Advantaged
Moderate Balanced Tax-Advantaged
Diversified Income Tax-Advantaged
Fixed Income Tax-Advantaged

 

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