Our approach is hands-on. From helping clients evaluate money managers and past portfolio performance to conducting cash flow analyses to support a budgeting process, we roll up our sleeves and function as an external Chief Investment Officer — supporting and enhancing the capabilities of the Investment Committee, CFO, and back office. Often called on to act as an extension of the team, we can assist with everything from preparing and shepherding the transfer of assets to supporting the annual audit. We know how to integrate with your staff and coordinate with key outside advisors. Additionally, we can provide critical accounting, development, or philanthropic services, if needed. 

Back Office Support
At Convergent, we do more for our clients than design and implement investment strategies.  We often serve as an extension of their back office.  Learn More »

Education
Keeping our clients abreast of market trends and investment opportunities is an important part of how we add value to your organization.  Learn More »