Your smart decisions built your wealth. Ours will protect and attempt to grow it.

Convergent brings sharp, balanced thinking to asset allocation. With us, you won't get recommendations for timing the market, stock picking or investing it all in the next big thing. Instead, we focus on disciplined diversification that supports your lifestyle, even as it evolves.

History shows that few — if any — investors can consistently predict market performance.  That's why our decisions are grounded in objective research and analysis.  And our open-architecture platform gives us the transparency we need to evaluate the full range of options.

Once we find your ideal balance, we then help you keep it. We use analytic tools to continually track your portfolio and examine potential returns, risks and tax effects across asset classes. These asset classes include both traditional and alternative investment strategies such as managed futures, private equity and real estate, that can enhance the performance of ultra-high net worth portfolios.

We are an industry pioneer in the integration of asset allocation with estate, tax and investment policy planning, employing a rigorous analytical process in evaluating a wide range of potential investment strategies in analyses tailored specifically for each client’s particular investment objective. And long before our competitors, we embraced the "endowment" approach to investing using alternatives for their potential risk dampening/diversification benefits.

Convergent's technology helps us address the big-picture questions. For taxable investors, that means how we can seek to minimize your tax burden. Our proprietary PORTAX software is designed to enable us to optimize after-tax returns by building your asset allocation with a sensitivity to tax structures. For example, our proprietary software allows us to examine complex portfolios for their after-tax efficiency, and our Monte Carlo Simulation Model can determine how much (or how little) risk you need to take on to generate the cash flow you desire in order to maintain your lifestyle.

We operate in the real world developing portfolios designed to achieve the true benchmark for success: client goals. At every step, Convergent looks beyond individual investments to consider your overall investment strategy, so that whatever the market is doing, you're positioned accordingly.