Well-formulated goals. Clear expectations. It’s difficult to succeed without a plan. So at the beginning of your relationship with Convergent we craft an Investment Policy Statement (IPS) suited to your unique objectives, circumstances, and risk tolerances. The IPS ensures that we all know where we stand and agree on where you want to go.

The product of detailed face-to-face interviews, your IPS takes into account personally specific criteria, such as:

• Return objectives
• Time horizon
• Need for liquidity
• Current cash flow and terminal value goals
• Tolerance for risk
• Legal and regulatory parameters   

From there, Convergent develops a statement of objectives and manager guidelines, as well as separate policy statements for each investment vehicle, including trusts, foundations, and family limited partnerships.

Your IPS provides an enduring, objective standard against which to agree upon, chart and measure goals. It's a venue to communicate strategy clearly to all parties. And it's a tool through which Convergent can identify obstacles and necessary revisions. Streamlined, transparent and easy to consult: That's the Convergent standard.