Open Architecture

Approach

Convergent pioneered the research-driven open architecture approach to wealth management advising. What does this mean for you? It means we provide access to the full universe of investment managers; active or passive, liquid or alternative. It means our fees are transparent and easy to understand. And it means we have no hidden agendas or soft dollar arrangements. Our incentives are aligned with our clients and we aim to select the best managers in each asset class.