| The BMO Managed Asset Allocation Program provides a number of strategies designed for individual investors. You and your M&I investment professional can determine which of these strategies best fits your financial goals and risk tolerance. Our quarterly guide (PDF) provides performance information on each strategy, along with commentary (PDF) about the market and the managing of MAAPs. You can also view each strategy's fact sheet by clicking the name below: |
BMO Managed Asset Allocation Program (MAAP) portfolios are not mutual funds, but are individually managed accounts of Marshall & Ilsley Trust Company N.A. MAAP portfolios are invested in mutual funds in accordance with a model investment strategy. Asset allocation among funds varies from time to time. MAAP account management fees are in addition to fees and expenses charged by mutual funds held in your accounts. For more complete information on mutual funds (including fund fees and expenses) available through the program, call 1-800-282-3220 for prospectuses. You should consider the fund's investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects is included in the fund's prospectuses, which you should read carefully before investing. Investment involves risk. Market conditions and trends will fluctuate. The value of an investment, as well as income associated with investments, may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not necessarily a guide to future performance.
M&I Investment Management Corp., the investment adviser to the MAAP portfolios, is a registered investment adviser. The BMO Managed Asset Allocation Program is available through representatives of Marshall & Ilsley Trust Company N.A. and authorized financial institutions.
M&I Wealth Management offers products and services through various affiliates of BMO Financial Corp., including Marshall & Ilsley Trust Company N.A., M&I Investment Management Corp., M&I Financial Advisors, Inc. (member FINRA/SIPC, maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202), North Star Trust Company, and Taplin, Canida & Habacht, LLC. Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company. Banking products and services are provided by BMO Harris Bank, N.A., Member FDIC.
This website is intended for informational purposes only and is not intended to provide a complete description of BMO Managed Asset Allocation Program (MAAP) products or services. It should not be construed as investment advice or relied upon in making an investment decision. Information on this website is intended for U.S. residents only and does not constitute as an offer for products or services, or a solicitation of an offer in any jurisdiction in which such solicitation or offer would be unlawful.
Not FDIC Insured | No Bank Guarantee | May Lose Value
Copyright 2012. BMO Financial Corp. All Rights Reserved.
