BBVA Wealth Solutions

Put your eggs in several baskets. At BBVA Wealth Solutions, we believe that effectively managing risk is the most significant variable in achieving consistent long-term returns.

Asset allocation is a disciplined approach to investing across a variety of asset classes, geographies, styles and market capitalizations to reduce portfolio volatility without sacrificing long-term risk-adjusted returns.

Being mindful of these factors is crucial as most elements tend to respond differently to each other - known as correlation - under various economic conditions. Through a carefully developed process, investments are selected with correlations "hand picked" to work effectively together.

The asset management team evaluates economic and market events to develop a top-down strategic view on economic, financial, political and social conditions that may affect global markets.

This approach allows for the optimal positioning of every portfolio with the flexibility to adjust asset allocations in response to global market conditions.

Our disciplined portfolio construction process considers all relevant factors affecting investors and the global investing horizon. We select the underlying investment options and determine their respective allocation within each portfolio.

Each holding is then evaluated to determine its risk-reward and correlation impact on the portfolio, relative to the market and to each other. Portfolios are constantly monitored and evaluated, and may be rebalanced from time to time to maintain a strategic target asset allocation.

We use a consultative review process to carefully match each client's Personal Investment Profile to the appropriate portfolio.

Our Financial Advisors will carefully walk you through the discovery process to determine measurable financial goals and to quantify risk tolerance. A management overlay then allows for customization to our clients' preferences and specific tax situation.