Performance Reporting

Approach

In the search for an advisor, many of our clients ultimately chose Convergent because of our sophisticated consolidated performance reporting. A pioneer in the field, we created an approach that is both high-tech and high touch.

We report on all of your investments net-of-fees, even those on which we are not advising. We show performance on a relative and absolute basis, both before and after the effect of cash flows and track manager performance against relevant benchmarks, broad-market indices, and their peers. Convergent’s performance reporting provides you with relevant, timely information on all of your investments and is an effective tool for gauging whether you are meeting your overall wealth objectives.