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Investment Management

We offer a full range of investment management capabilities for equity and fixed income portfolios. Using the SmartPath® investment process, our clients can benefit from:

  • Access to leading independent money managers
  • Customized asset allocation
  • Personal portfolio manager
  • Simplified reporting and fee structure

Securities and Insurance Products:


Are NOT Deposits Are NOT FDIC Insured
Are NOT Bank Guaranteed May Lose Value
Are NOT insured by any Federal Government Agency

Insurance products offered through BBVA Compass Insurance Agency, Inc., an affiliate of BBVA Compass. Investment products may be offered through one or more of: the Correspondent and Investment Services division of BBVA Compass, the Trust Department of BBVA Compass, or BBVA Compass Investment Solutions, a Division of BBVA Securities Inc., member FINRA and SIPC and an affiliate of BBVA Compass.

*Compass Retirement Solutions is a division of Compass Bank.