The latest from our research professionals

Our Insight

It starts with top-tier research—original to Convergent and a fundamental aspect of our firm from day one. With decades of collective experience modeling both traditional and alternative investments, our research professionals have deep and broad relationships within the investment management community.

Commentary & Analysis

Dollars & Sense Blog

May 2, 2016
“Sell in May and go away”—it’s simple, it rhymes, and you will almost certainly hear someone say it this month. In case you...

Whitepapers & Articles

August 27, 2015
What’s inside our toolbox? Implementation tools have proliferated to the point that investors can find a fund, separate account, or exchange traded...

Video Highlights

June 2015 Building a Legacy

 

In this guide, we offer our suggestions for turning estate planning into a chance to pass on values—not just assets—to the next generation and beyond. Read full article here

Video Highlights

June 2015 Building a Legacy

 

In this guide, we offer our suggestions for turning estate planning into a chance to pass on values—not just assets—to the next generation and beyond. Read full article here

June 2015 Dave Kahn on CNBC Asia | June 2015

Why the Fed will hike rates in September

David Kahn, Managing Director of Convergent Wealth Advisors, says housing and strong employment data is strong enough proof that the Fed will take action this year.

June 2015 The Keys to Investment Success

Investing success is built upon having a disciplined, unemotional plan that leverages the value of time. Find out how this success can apply to you!

Read the blog here: The Keys to Investment Success