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.

The Taxman Cometh, Ronald Albahary, CFA^®, May 2010
“The Taxman Cometh” provides a brief overview of the Patient Protection and Affordable Care Act, along with its amendment Health Care and Education Reconciliation Act of 2010, and offers some initial thoughts regarding the impact to investors.  This piece also reviews certain other measures being considered that may affect investment and wealth management strategies. All Market Commentary & Analysis »

Perspectives from Across the Pond, Scott Larson, May 2010
Some members of Convergent’s Investment Strategy Group were recently in London meeting with long-only, long-short and multi-strategy managers to gain perspective on their outlook and what they view as potential opportunities in the current environment, and how that may differ from the outlook held by managers based in the United States. Despite the gloomy turmoil gripping Europe, the opportunities described by some of the managers made it seem like they felt the sun was shining. All Market Commentary & Analysis »