Convergent Wealth Advisors : New Manager Inquiry Form

New Manager Inquiry Form

We receive a number of inquiries from managers for inclusion in Convergent’s solution set. If your Firm would like to be considered, please complete this form. We do not accept direct phone calls or email inquiries sent to individuals on our staff. Your cooperation with this process is greatly appreciated.

General Info:

Manager Name

Funds

Please list all managed by the above firm

Is your firm a placement agent for other firms? Check for yes leave blank for No.

Provide a brief description/ introduction of your firm:

Please provide contact information below:

What strategy best describes the fund/firm you represent? Please check all that apply:

	U.S. Large Cap Equity
	U.S. Small/Mid Cap Equity
	Developed Non-U.S. Equity
	Emerging Market Equity
	Private Equity
	Directional Fund of Funds
	Directional Funds
	Global Macro/CTA
	Opportunistic/High Yield Debt
	Real Estate
	Commodities
	Multi-Strategy Funds
	Multi-Strategy Fund of Funds
	Tax-Exempt U.S. Bonds
	Taxable Govt/Corp Bonds