The process of managing wealth in changing times requires innovation and proactivity. It is not just a matter of relying on previous ways of doing business. Nor is it as simple as choosing the latest trend or new idea. Rather, it is a process of constantly questioning what can be done better, the skill to integrate new perspectives with tried and true practices, and the wisdom of taking a long term approach.

Convergent has consistently taken a proactive approach to investment ideas; thought leadership and the willingness to pursue new opportunities are the foundations of our company. While open architecture is now standard practice among wealth advisors, we pioneered this approach more than fifteen years ago. At about the same time, we developed new tools such as our proprietary Monte Carlo Simulation, and we were early adopters of alternative asset class investments. Not content to rest on industry standards, we were among the first to provide our clients with state-of-the-art consolidated performance reporting.

Experienced advisors, strong financial resources, and well-established relationships allow us to combine the concierge-level services of a boutique advisory firm with the sophisticated resources of a much larger institution. 

Why Convergent?
The increasing complexity in the financial markets requires new ideas and strategies that will capitalize on today’s challenges and opportunities.  Learn More »

Insititutional Expertise
For more than twenty-five years, the leadership of Convergent Wealth Advisors’ Institutional Group has provided some of the nation’s most sophisticated boards and investment committees with proactive, objective advice and strategy.  Learn More »

Safeguarding Assets
We are committed to safeguarding our clients’ assets from the process of investing and the challenges embedded in the markets.  Learn More »