|
Institutional Expertise
All the smart investment ideas in the world are worthless if you do not have the right tools and people to implement your investment plan. We know that investment consulting for institutional clients is complex and typically involves working with sophisticated committee members and executive-level officers. Convergent’s Institutional Group has a proven track record working in this demanding environment, bringing to each client relationship investment insights acquired over nearly three decades.
Armed with an extensive knowledge of both traditional and alternative asset classes, a long-term disciplined approach to investing, and a seasoned research team, Convergent provides institutional investors with innovative strategies tailored to meet distinct financial goals. We offer proactive objective advice, flexible investment solutions, complete transparency and accountability, and a focus on risk management – all designed to help you cultivate and protect your institution’s wealth.
Below is a partial list of Convergent’s institutional clients.*
- American College of Obstetricians and Gynecologists (ACOG)
- American Numismatic Society
- American Trucking Association, Inc.
- Boyce Thompson Institute- Cornell University
- College of Mount Saint Vincent
- East Bay Community Foundation
- ESL Retirement Plan and Trust
- George Mason University Foundation
- Hackensack University Medical Center
- Jewish Guild for the Blind
- Northeast Health
- Northern Westchester Hospital
- Quinnipiac University
- Rhode Island School of Design
- Saint Peters College
- Salve Regina University
- South County Hospital
- Union College
- Wheaton College
- WMHT Telecommunications Educational
|
