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Asset Management

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 Global Wealth account