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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

July 16, 2014
2014 is turning out to be another fine vintage for global capital markets. At the year's midpoint, asset classes across-the-board are posting strong...
July 10, 2014
June 11, 2014

Dollars & Sense Blog

July 10, 2014
It has been five years since the recession ended, and the economic recovery is still trying to find its footing. The first...

Whitepapers & Articles

June 2, 2014
Will Equity Markets Sputter Or Can They Continue Their Torrid Pace? If one were to extrapolate the annual return based on the first quarter return of...

Video Highlights

Video Highlights

June 2014 Dave Kahn on Fox Business | June 2014

Where to invest today. David Kahn, Managing Director at Convergent Wealth Advisors, discusses the state of the markets with Liz Claman.

June 2014 Dave Zier on Fox Business | June 2014

Dave Zier, CEO of Convergent Wealth Advisors discusses long-term opportunities in emerging markets with Maria Bartiromo.

June 2014 Doug Wolford on Fox Business | June 2014

Doug Wolford, President and COO at Convergent Wealth Advisors discuss wealth management and where to invest with Liz Claman.

July 2013 Dave Zier on CNBC | July 2013

Can the Markets Momentum Continue?

The Dow is well on its way to a fourth day of gains and just about 100 points shy from its all-time high.

April 2013 Dave Zier on CNBC | April 2013

Do Bulls Have History on Their Side?

Surprising Advice from Top Ranked Advisor

August 2012 Dave Zier on CNBC | August 2012

How to Invest Post Fed Announcement