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SmartPath® Investments

It Pays to Have a Well-Thought-Out Financial Plan.

Studies have found investors with a carefully crafted financial plan are likely to accumulate significantly more wealth at retirement than those without plans.

As an important aspect of plan creation and execution, BBVA Wealth Solutions developed the SmartPath investment approach. The SmartPath portfolios consist of a series of broadly diversified, actively managed, risk-adjusted asset allocation solutions.

We help you select the portfolio that most closely aligns with your personal investment profile and financial plan, and then carefully manage your selected portfolio.

Disciplined Investment Approach

We believe an investment's market value fluctuates much more widely than its underlying intrinsic value, which is the value of an asset priced to include all tangible, intangible, qualitative and quantitative information.

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.

Diversification

Put your eggs in several baskets. At BBVA Wealth Solutions, we believe 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.

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

Disciplined Portfolio Construction

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.

Customized Solutions

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.


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