Investment Programs

BBVA Wealth Solutions, Inc. Managed Investments Program

Overview

It pays to have a well-thought-out financial plan

At BBVA Wealth Solutions, we work with you to build a portfolio that most closely aligns with your personal investment objectives. To understand your unique needs, we’ll assess your risk tolerance and discuss your retirement goals and financial situation. Then, we’ll carefully manage your portfolio for you.

See a summary of our programs below, then contact us to learn more.

solutions

Our Portfolio Programs

SmartPath® Diversified Portfolios Program

The SmartPath Diversified Portfolios Program is a proprietary, discretionary asset allocation program created to offer you access to seven model portfolios, composed of mutual funds, exchange-traded funds (ETFs), and similar pooled investment vehicles.

Model Strategies Program

The Model Strategies Program is a discretionary asset allocation program, developed and maintained by third-party investment managers, offering you access to a number of model portfolios. Currently, the model portfolio selections are developed by Morningstar Investment Services, Inc., Russell Investment Management Company, and Lazard Asset Management LLC.

The SmartPath Index Funds and ETF Portfolios Program

The SmartPath Index Funds and ETF Portfolios Program is a proprietary discretionary asset allocation program offering access to model portfolios created and maintained by us composed primarily of ETFs and Index Mutual Funds selected by our Portfolios Team. 

Separately Managed Accounts Program

The Separately Managed Accounts Program (SMA) is a discretionary asset allocation program offering you access to various investment strategies created and maintained by third-party investment managers. The SMA strategies are composed mainly of equity or fixed-income securities selected by the SMA managers.

BBVA Wealth Solutions SmartPath® UMA Program

The BBVA Wealth Solutions SmartPath Unified Managed Accounts Program (UMA) is a discretionary wrap fee program provided by third-party model strategists. This innovative program provides access to UMA strategies composed of a combination of SMA strategies, third-party model strategies, pooled investment vehicles such as mutual funds and/or ETFs, and individual securities that are held within a single account. Currently, our affiliate, BBVA USA, serves as the UMA Model Strategist.

Lockwood Advisory Products Program

Sponsored by BBVA Wealth Solutions, the Lockwood Advisory Products Program is a wrap fee program that offers clients the opportunity to participate in the Lockwood Asset Allocation Portfolios, Lockwood Investment Strategies, and Lockwood AdvisorFlex Portfolios, each of which is an investment advisory product provided by Lockwood Advisors, Inc.

International Model Strategies

The Model Strategies Program is a discretionary asset allocation program offering access to model portfolios developed and maintained by us, one or more of our affiliates or independent third-party model strategists.

International SMA Program

The International SMA Program is a discretionary asset allocation program offering you access to various investment strategies (SMA Strategies) created and maintained by third-party investment managers (SMA Managers) not affiliated with us. The SMA Strategies are composed mainly of equity or fixed-income securities selected by the SMA Managers.

SmartPath® Diversified International Portfolios Program

Designed for non-U.S. residents, the SmartPath® Diversified International Portfolios Program is a proprietary asset allocation program offering you the opportunity to receive professional portfolio management services that take into account your financial situation, retirement goals, and investment risk tolerance.

SmartPath International UMA Program The SmartPath International UMA Program is a discretionary wrap fee program in which clients are invested in strategies and managed by us within a Unified Management Account. Assets in the UMA Program will be invested in a combination of Third-party Model Strategies, Separately Managed Accounts and Funds. 

BBVA Wealth solutions

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.