"An optimal fixed income portfolio can be defined as the proper balance between return potential and risk control. We actively employ a diversified approach encompassing all bond sectors within the investment grade quality spectrum in order to build successful portfolios for our clients."

John Boritzke, CFA
Senior Vice President
Portfolio Manager and Director of Fixed Income

Investment Strategies

Investment Approach
A proven investment philosophy is developed over time and does not shift with changing trends in the financial markets. It is based on sound investment principles and executed on an ongoing basis by seasoned experts with the latest investment tools and research. Our investment philosophy requires a consistent, disciplined approach over the long term.
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Strategies
At M&I, we have assembled the talent, resources and infrastructure to offer an array of investment strategies. Each strategy is supported by investigative research drawn from multiple sources, as well as our own intellectual capital gained from decades of experience in the financial industry. As a result, we are able to formulate well-diversified investment solutions to meet a variety of needs.

We view our cash management capabilities as a specialty and offer three strategies to meet your needs. Our primary goal is preservation of capital, daily liquidity and a high level of current income. The investment teams achieve their goal through disciplined risk management, strict credit analysis, and thorough analysis of the risk return structure of eligible money market securities in addition to opportunistic sector and security selection.

View our Investment Strategies – Monthly Performance Update (PDF).


Equity Strategy
M&I Large-Cap Value 
Fact Sheet		 Benchmark: 
Russell 1000® Value Index
M&I High Dividend Income
Fact Sheet		 Benchmark:
S&P 500® Index
M&I Tax Efficient Portfolio
Fact Sheet		 Benchmark:
S&P 500® Index
M&I Fundamental Index
Fact Sheet		 Benchmark:
S&P 500® Index
M&I Core Opportunities
Fact Sheet		 Benchmark:
S&P 500® Index
M&I Large-Cap Growth
Fact Sheet		 Benchmark:
Russell 1000® Growth Index
M&I Growth Opportunities
Fact Sheet		 Benchmark:
Russell 1000® Growth Index
M&I Mid-Cap Value
Fact Sheet		 Benchmark:
Russell Midcap® Value Index
M&I Mid-Cap Growth
Fact Sheet		 Benchmark:
Russell Midcap® Growth Index
M&I Small-Cap Value
Fact Sheet		 Benchmark:
Russell 2000® Value Index
M&I Small-Cap Growth
Fact Sheet		 Benchmark:
Russell 2000® Growth Index
Delta Large Cap Core
Fact Sheet		 Benchmark:
S&P 500® Index
Delta Large Cap Core Focus
Fact Sheet		 Benchmark:
S&P 500® Index
Fixed Income Strategy
M&I Intermediate Tax-Free
Fact Sheet		 Benchmark:
Barclays Capital Municipal Bond Index 1–10 Year Blend
M&I Aggregate Bond
Fact Sheet		 Benchmark:
Barclays Capital U.S. Aggregate Index
M&I Short-Intermediate Bond
Fact Sheet		 Benchmark:
Barclays Capital Intermediate U.S. Government/Credit Index
M&I Government Income
Fact Sheet		 Benchmark:
Barclays Capital Mortgage-Backed Securities Index
M&I Short-Term Income
Fact Sheet		 Benchmark:
Merrill Lynch 1-3 Year U.S. Corporate/Government Index
M&I Intermediate Bond
Fact Sheet		 Benchmark:
Barclays Capital U.S. Government/Credit Index
Cash Management Strategy
BMO Government Money Market Fund Fact Sheet
BMO Tax-Free Money Market Fund Fact Sheet
BMO Prime Money Market Fund Fact Sheet

M&I Investment Management Corp. is the investment adviser to the BMO Funds. M&I Distributors LLC is the distributor.  The BMO Funds are available through M&I Financial Advisors, Inc. authorized broker-dealers and, for certain accounts, Marshall & Ilsley Trust Company N.A. BMO Funds is the brand name for Marshall Funds, Inc.

Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds. This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained by calling 1-800-580-3863 or by visiting bmofundsus.com. Please read carefully before investing. Investment returns and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

An investment in money market funds is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.