Institutional Investors

Investment Managers

BMO Asset Management U.S.

BMO Asset Management U.S. manages several Virtus fixed income and equity portfolios. Its experienced investment management teams employ an active investment approach that emphasizes diligent research, a strict adherence to disciplined processes, and pays special attention to risk management.

BMO Asset Management U.S. manages assets in a broad array of fixed income, equity, and alternative investment strategies across the risk/reward spectrum for corporations, not-for-profit organizations, Taft-Hartley Funds, government entities, and individuals.

BMO Asset Management U.S. roots date back to 1973. Its investment process focuses on active portfolio management that incorporates both fundamental and quantitative approaches.  BMO Asset Management U.S. goal is to deliver superior performance across a broad range of complementary investment solutions designed to meet its clients’ unique requirements. The firm strives to accomplish this mission with an unwavering commitment to excellence, integrity, and service quality.

BMO Asset Management U.S. is a part of BMO Global Asset Management, which comprises BMO Asset Management U.S., BMO Asset Management (Canada)®, and BMO’s specialized investment boutiques: Monegy, Inc.®, Pyrford International Ltd, Lloyd George Management, and Taplin, Canida & Habacht, LLC. BMO Asset Management U.S. consists of BMO Asset Management Corp.; BMO Asset Management Canada includes BMO Asset Management Inc.; and Lloyd George Management consists of the subsidiaries of Lloyd George Management (BVI) Ltd. BMO Global Asset Management is part of the BMO Financial Group, a service mark of Bank of Montreal (BMO). M&I Investment Management Corp. merged into BMO Asset Management Corp. (formerly Harris Investment Management Inc.) on June 1, 2012.

Investment Professionals