At Convergent, we believe that the asset allocation decision is the most important aspect of portfolio construction. 

History shows that few — if any — investors can consistently predict market performance.  With us, you won't get recommendations for timing the market or picking stocks in hopes of finding the next big winner. Instead, we focus on disciplined diversification that supports your organization’s investment objectives. We believe that inexperienced investors oscillate between greed and fear, creating potential opportunities for experienced investors. We balance the patience of long term investing with pragmatism by dynamically adjusting portfolios in an effort to manage risk and take advantage of potential intermediate term themes presented by market volatility.

Our decisions are grounded in objective research and analysis. Our open-architecture platform gives us the flexibility we need to evaluate the full range of options. And we care less about the labels of an asset class and more about its contribution to risk vs. return. We operate in the real world developing portfolios designed to achiever the true benchmark for success: client goals.

We start with a clean sheet of paper and maintain portfolio strengths while introducing ways to complement existing portfolio exposures.  We strive to achieve the appropriate balance between long term strategic discipline and short term, tactical shifts to navigate volatile markets and seek optimal returns.