Portfolio management services are offered to both institutional and retail investors. Institutional investors can access our services through separate customizable portfolios or through one of our pooled offerings. Canadian and U.S. retail and high net worth investors can access our services through our mutual fund offerings.

Canadian Mutual Fund Offering: BMO US High Yield Bond Fund

U.S. Mutual Fund Offering: Virtus High Yield Income Fund

Portfolio management style is particularly suitable for investors seeking:

• High Sharpe ratio portfolios with attractive returns through the cycle
• Low absolute volatility and significant downside protection