At Convergent, we believe sound investment advice is the result of solid research and experienced analytical skills coupled with an in-depth understanding of our clients’ financial objectives. Our research team, the Investment Strategy Group, is focused exclusively on the needs of institutional and ultra-high net worth clients, and our vetting strategies and investment solutions are designed for this select sphere of investors. The team is dedicated to manager research across traditional and non-traditional asset classes, as well as macro-economic research, which guides our investment strategy and asset allocation recommendations.

New Manager Research Process
Convergent’s research team continually seeks to identify new managers who offer quality service and investment management.  Learn More »

Ongoing Monitoring and Due Diligence
Our Investment Strategy Group remains in frequent contact with each of our recommended managers and continuously gathers and analyzes data to determine whether or not each manager remains an attractive investment.  Learn More »

Alternative Expertise
Convergent was an early adopter of incorporating certain types of alternative investments as a means of increasing diversification and lowering overall volatility of client portfolios.  Learn More »