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Stop worrying about your investments

Rest easy knowing your investments are automated.
SIA Wealth helps advisors adapt to market volatility with its proprietary True TacticalTM approach.

SIA Wealth’s approach to tactical investing is designed with the ability to adjust our equity allocation within a wide range between 0% – 100%*.

The process gives the funds exposure to over 5,000 investments daily, while being tactically unconstrained, allows the flexibility to manage many market conditions.

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*The equity allocation range varies across mandates, for more information, please contact info@siawm.com

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Smart Investing

Investors typically rebalance their portfolios periodically to ensure that their asset allocation remains consistent with their investment goals. True TacticalTM investing stands out by allowing investors to automatically allocate between equities and fixed income, which can benefit diversified investment portfolio by reducing equity market risk at times of economic downturn. 

SIA Wealth’s process is constantly comparing price action across thousands of investments, to see which are outperforming and which are underperforming.

Our managed portfolios attempt to capitalize on areas of strength and strive to avoid areas of weakness, to improve risk-adjusted performance and reduce risk.

  • Automate Your Portfolio
  • Optimize/modernize your plan/strategy
  • A Plan that is a "Two-Way Player"
  • Focus on you, leave the rest to us

Why Tactical Investing is a Game Changer

Most long-only equity mandates remain invested throughout the market cycle and will follow the pattern of the market in both directions.

True TacticalTM is a two-way strategy seek to play offense by maximizing or overweighting equity exposure during longer-term rising markets and play defense by decreasing or minimizing equity exposure during longer-term declining markets.

By automating this shift between offense and defense, the two-way player can improve a portfolio’s ability to adapt to changing market conditions by actively managing risk within the market cycle over time.

 

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A financial advisor can help you: 1) obtain a realistic goal 2) secure a plan 3) save yourself valuable time, and 4) be more objective while reducing stress.

Contact Us if you don’t have a financial advisor. 

Traditionally, most investment managers remain invested throughout the market cycle and will typically follow the pattern of the market in both directions.

Our True TacticalTM, two-way strategy would seek to play offense by overweighting equity exposure during longer-term rising markets and play defense by decreasing equity exposure during longer-term declining markets.

Five Investable Products

BMO Tactical Global Equity ETF Fund

BMO Mutual Fund

Since Apr 17, 2015

View Fund Details
BMO Tactical Global Asset Allocation ETF Fund

BMO Mutual Fund

Since Apr 28, 2016

View Fund Details
BMO Tactical Global Bond ETF Fund

BMO Mutual Fund

Since Apr 17, 2015

View Fund Details
BMO SIA Focused Canadian Equity Fund (ZFC)

BMO Mutual Fund/ETF

Since Dec 05, 2018

View Fund Details
BMO SIA Focused North American Equity Fund (ZFN)

BMO Mutual Fund/ETF

Since Dec 05, 2018

View Fund Details

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Legal and Regulatory Disclosures

Terms and Conditions:
This information is for Investment Advisors only. The website is for informational purposes only and is not intended to provide a complete description of SIA Wealth Management’s products or services. Past performance is not indicative of future results. It should not be construed as investment advice or relied upon in making an investment decision. Products and services of SIA Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. The information contained in this Website does not constitute an offer or solicitation by anyone to buy or sell any investment fund or other product, service or information to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. All products and services are subject to the terms of each and every applicable agreement. It is important to note that not all products, services and information are available in all jurisdictions outside Canada.

SIA Wealth Management Inc. (SIAWM) specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, Advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIA Wealth Management Inc. nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.

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SIA Wealth Management Inc. (SIAWM) specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, Advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIA Wealth Management Inc. nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.

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