Asset Allocation Strategies
SmartPath Portfolio® Programs
SmartPath Diversified Portfolios for Domestic Clients
SmartPath Diversified Portfolios are a good option for investors who have financial needs beyond single-focus investing and would like a higher level of assistance from their advisor. Each account is constructed using an objective-based, strategically crafted, and consistently tailored model portfolio.
SmartPath Diversified Portfolios for International Clients
Non-US residents who have similar financial needs may want to consider SmartPath Diversified Portfolios for International Clients. These offshore-managed portfolios are similar to the SmartPath Diversified Portfolios for domestic clients, but provide a customized portfolio for our international clients based on their unique needs.
BBVA Wealth Solutions Offices
2200 Post Oak Boulevard
Houston TX 77056
713.552.9277 or 800.538.8152
"Advisory services are offered through BBVA Wealth Solutions, Inc., a registered investment adviser, an affiliate of Compass Bank and a member of the BBVA Group. Securities and Investment Products are offered through BBVA Compass Investment Solutions, a division of BBVA Securities Inc., member FINRA and SIPC and an affiliate of Compass Bank 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 Compass is a trade name of Compass Bank
BBVA Compass and its affiliates will work with you and your tax and legal advisors. Neither BBVA Compass 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.