At Convergent, we do more for our clients than design and implement investment strategies.  We often serve as an extension of their back office, from helping institutions prepare for audits to acting as off-balance-sheet chief investment officers. 

Our approach is hands-on.  We can:

• Provide our clients with customized reporting and liquidity analyses
• Provide support for the annual audit and preparation of the 990
  • Assist with the AICPA guidelines regarding valuation and existence of alternative investments
  • Assist with the recent FASB 157 regulations with respect to Level I, II, and III assets
• Coordinate with the organization’s key outside advisors
• Integrate with the organization’s development staff
• Assist with the execution of advice
  • Prepare paperwork and shepherd all transfers of assets