Since our founding in 1994, Convergent Wealth Advisors has always sought to be ahead of the ultra-high net worth wealth management curve: embracing contrarian perspectives and alternative investments, pioneering an open architecture investing approach, building a strong in-house research capability and providing consolidated performance reporting. While technical innovations and strategies evolve as the investment landscape changes, we believe objective advice and exceptional client service for the high net worth investor remain constant.
Providing Objective, Holistic Ultra-High Net Worth Wealth Management.
Convergent at a Glance
- $8.6 billion in assets under management as of 9/30/2014
- 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
- Approximately 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
To be the most trusted and well-respected wealth management firm in the industry.
To pursue a culture of excellence that provides innovative solutions aligned with the best interests of our clients.