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