Although Convergent believe it provides objective investment advice, Convergent does have affiliated funds-of-funds that are fully described in Form ADV, Part II.  Regardless of a possible conflict, Convergent believes its investment advice is entirely focused on the best interests of the client and affiliated hedge funds are only recommended when appropriate. Any investment advice provided by Convergent is client specific based on each clients' risk tolerance and investment objectives.  In addition, Convergent’s standard investment advisory agreement includes an opt-out option from being recommended affiliated hedge funds. 

This website is not meant as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client's accounts should or would be handled, as appropriate investment decisions depend upon the client's specific investment objectives.

Any opinions expressed are current only as of the time made and are subject to change without notice.  This report may include estimates, projections or other forward looking statements, however, due to numerous factors, actual events may differ substantially from those presented.  The graphs and tables making up this report have been based on unaudited, third-party data and performance information provided to us by one or more commercial databases. While we believe this information to be reliable, Convergent Wealth Advisors bears no responsibility whatsoever for any errors or omissions. 

Additionally, please be aware that past performance is not a guide to the future performance of any manager or strategy, and that the performance results displayed herein may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future.  Therefore, caution must be used in inferring that these results are indicative of the future performance of any strategy, fund, manager, or group of managers.  An investment involves risks, including the risks of losing some or all of the invested capital and liquidity restrictions as defined in the offering documents.

Index benchmarks contained in this report are provided so that performance can be compared with the performance of well-known and widely recognized indices.  The volatility of these indices may be materially different from that of the fund.  You cannot invest directly in an index.  Index results assume the re-investment of all dividends and interest. 

Moreover, the information provided is not intended to be, and should not be construed as, investment, legal or tax advice. Nothing contained herein should be construed as a recommendation or advice to purchase or sell any security, investment, or portfolio allocation.