Asset Management

Overview

Consider the SmartPath® advantages

• Personalized – customer service with a dedicated portfolio manager
• Customization – portfolios are constructed in accordance with the needs, requirements, and best interests of the beneficiaries
• 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
• 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
• Consolidated statement – unified statement for all holdings in your Global Wealth account