At Convergent, we embrace a smaller company culture which allows us the flexibility to treat each client situation uniquely and evaluate best practices and re-engineer methodologies.

We understand that every organization has its own mission, as well as very specific challenges and objectives. At Convergent we don’t start the process by telling you what we think is best for your institution.  We first take the time to get to know your organization. To begin with, we must have a clear understanding of such items such as your institution’s objectives, timelines, spending policies and risk tolerance. Only then can we craft a meaningful Investment Policy Statement which will serve as a roadmap to guide our investment recommendations.

Client Assessment
Before we establish an investment strategy for your institution, we ask questions that help us gain a clear picture of your organization’s particular needs.  Learn More »

Asset Allocation
We focus on disciplined diversification that supports your organization’s investment objectives.  Learn More »

Portfolio Implementation
At Convergent, we have a proven track record of working with financially sophisticated finance committees and executive-level officers to put investment plans to work.  Learn More »

Performance Reporting
Convergent was among the first in the wealth advisory industry to provide clients with state-of-the-art consolidated performance reporting.  Learn More »