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Consider the SmartPath advantages
- Personalized service with a dedicated portfolio manager
- Customization – portfolios are constructed in accordance with the needs, requirements, and best interests of the beneficiaries, not according to a firm-wide allocation boilerplate
- Ease of transition – portfolios can be funded with cash or securities so clients do not need to sell existing holdings before moving an account to BBVA Compass
- Ongoing monitoring – portfolios are monitored and periodically rebalanced to ensure adherence to the client’s investment objectives
- Active tax management – account trading can be coordinated to manage gains and losses to minimize taxes
- Unified statement for all holdings in your Wealth Management account