What good is a brilliant investment plan if it can’t be implemented? 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. 

We believe that long-term success in investing is dependent upon three attributes:

• Discipline
• Access to Top Managers
• Careful Implementation 

Convergent provides your organization with discipline through asset allocation, and our extensive manager research combined with our long standing industry relationships result in access to top managers. However, the importance of portfolio implementation is often overshadowed by the constant focus on the value added by asset allocation and manager selection. 

We emphasize implementation to preserve the full value created in the asset allocation and manager selection processes. In this regard, we do not believe that one size fits all. That’s why we evaluate implementation for each client situation independently. Crucial to this implementation process is transparency — making sure our clients see and understand exactly what we’re doing every step of the way. 

These considerations are much harder to implement than they would appear. Convergent helps investors implement these considerations by providing investment education, expert advice, and decision support tools.