You want to keep track of your portfolio. Yet, you have better things to do than decipher every detail.

Convergent’s performance reporting gives you the best of both worlds — relevant, timely information from one quick-glance master source. Our quarterly reports summarize:

• Portfolio gains and losses
• Manager and index comparisons, gross and net of fees
• All of your investments — even those not directly managed by Convergent

Our consolidated performance reporting is the reason many ultra-high net worth clients choose Convergent, and why they choose to stay. We’re a pioneer in the field, applying an approach that is both high tech and high touch.    

Behind the scenes, your data is retrieved, reconciled, measured, and the investment results are reported. Our proprietary analytic process gives this data meaning. We measure manager performance against relevant benchmarks, broad-market indices and their peers. We present your returns time — and dollar — weighted, with and without fees and expenses, and we adjust for both risk and diversification. Always under consideration: the tax implications of any investment decision.

The result of all of this sweat, brainpower, and technology: a complete, consolidated report we believe to be unsurpassed in the industry. With Convergent, staying on top of your portfolio couldn’t be any easier.