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

May 4, 2015
Investors continue to favor equities as stock markets produced positive performance across the globe. Leading the advance was emerging markets, most...
April 21, 2015
April 13, 2015

Dollars & Sense Blog

May 20, 2015
When it comes to investing, it's not what you make but what you keep (post fees/taxes) that counts. And while fees can get...

Whitepapers & Articles

April 30, 2015
I don’t know about you, but I really like collecting things. I’ve been a collector my entire life. Stamps, coins, books, antiques, cars, artwork—my...

Video Highlights

August 2014 Doug Wolford on CNBC | August 2014

Contrarian case: Commodities & high-yield bonds

President and COO Doug Wolford explains why commodities are a great and safe place to be.

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 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.

Video Highlights