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  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.

Choosing a Trustee, October 2011
Choosing a trustee is one of the most important, and often difficult, decisions you will make during your estate planning process. This article discusses the advantages and disadvantages of selecting an individual versus a corporate trustee in order to help you determine an appropriate solution for you, for your family, and for generations to come. All White Papers & Articles »

Long/Short Equity Investing: Part II, Scott Larson, June 2011
In Long/Short Equity Investing: Part I we focused on defining various types of investment styles and strategies as they relate to long/short equity managers. In Part II we provide a detailed examination of how we categorize managers and a review of implementation considerations when constructing a diversified portfolio of multiple long/short equity managers. All White Papers & Articles »

Investor Update: S&P Downgrade, August 2011
The downgrade of the U.S. credit rating by Standard & Poor’s on Friday came on the heels of two dismal weeks in the equity markets and has left many investors reeling.  We understand the concern and want to take this opportunity to review what has changed over the last several weeks and what it means to portfolios moving forward. All Market Commentary & Analysis »