Since its founding 1994, Convergent Wealth Advisors has always been ahead of the curve: embracing contrarian perspectives and alternative investments, pioneering open architecture investing, building a strong in-house research capability and providing consolidated performance reporting. While technical innovations and groundbreaking strategies evolve as the investment landscape changes, objective advice and exceptional client service remain constant.
Providing objective, holistic wealth management.
About Us
Convergent at a Glance
- Over $10 billion in assets under advisement as of 3/31/2013
- Pioneer in research-led open architecture
- Independently operated affiliate of City National Bank (NYSE:CYN)
- Senior management maintains a significant ownership position in the company
- 70 employees located in four offices nationwide: Washington, DC (headquarters), Los Angeles, New York, and Portland (OR)
- Half of our employees focus solely on client service and support
CONVERGENT VISION
To be the most trusted and well-respected wealth management firm in the industry.
PURPOSE
To pursue a culture of excellence that provides innovative solutions aligned with the best interests of our clients.
CORE VALUES
- Integrity
- Accountability
- Humility
- Teamwork/Relationships
- Service
- Curiosity
- Excellence
