Our Investment Approach

BBVA Wealth Solutions, Inc. Managed Investments Program

Overview

A strategic investment approach

In order to achieve more consistent results over time, we select investments based on a proven research and evaluation process and adhere closely to these core principles through all market cycles.

Our Approach

Diversification

At BBVA Wealth Solutions, we believe effectively managing risk is the most significant variable in achieving consistent long-term returns through effective portfolio diversification.

To achieve appropriate diversification, we employ asset allocation strategies to invest 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 many investment sectors tend to respond differently to economic shifts and cycles. Through a carefully developed process, investments are selected to effectively work together.

Strategic Asset Allocation

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 constructive positioning of portfolios with the flexibility to adjust asset allocations in response to global market conditions.

Disciplined Portfolio Construction

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

Portfolios are consistently monitored and evaluated, and may be rebalanced from time to time to maintain a strategic target asset allocation.

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Details you need to make a smart decision

© Copyright 2016. BBVA Wealth Solutions. All rights reserved.

"Advisory services are offered through BBVA Wealth Solutions, Inc., a registered investment advisor, an affiliate of BBVA USA and a member of the BBVA Group. Securities and Investment Products are offered through BBVA Investments, a division of BBVA Securities Inc., member FINRA and SIPC and an affiliate of BBVA USA and BBVA Wealth Solutions, Inc."

Investors should note that there are risks inherent in all investments, such as fluctuations in investment principal.

No investment strategy can guarantee a profit or protect against loss.

Securities and Investments: Are NOT deposits, Are NOT FDIC insured, Are NOT bank guaranteed, May LOSE value, Are NOT insured or guaranteed by any government agency.

BBVA and BBVA Compass are trade names of BBVA USA.

BBVA and its affiliates will work with you and your tax and legal advisors. Neither BBVA nor any of its affiliates provide legal nor tax advice.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.