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.

Market Pulse Report, Investment Strategy Group, February 2010
Given how far the recovery has progressed, we feel there is now much less catastrophic downside risk to equities and the global economy than there was a year ago. That being said, there are still plenty of things that could throw a wrench into the mix, such as the government fiscal worries in Europe or the weak labor market in the U.S. All Market Commentary & Analysis »

Quarterly Market Overview, Investment Strategy Group, December 2009
Financial markets wrapped up 2009 on a strong note as investors gained confidence that the worst of the credit crisis and recession is in the past. As with the prior two quarters, nearly every major asset class rose, including equities, corporate bonds, real estate and commodities. Nevertheless, U.S. large cap stocks remain some 25% off their 2007 highs. All Market Commentary & Analysis »

Private Placement Life Inurance, Miles C. Padgett, Published in the Spring 2009 (Volume 11 No. 4) of The Journal of Wealth Management.
NYFO: Not Your Father’s Oldsmobile. Historically at Convergent Wealth Advisors, we have not viewed insurance as an investment vehicle, but rather as a hedge against a specific and identifiable risk. This view has been held by most of our clients, as well. All White Papers »