Delivering to the $1M investor the strategies & techniques used by the $100M investor—nationwide.
Sophisticated Strategies • Comprehensive financial planning • Service at your fingertip
- Market Flash Report June 1, 2015 - U.S. equity markets continued to climb in May, despite conflicting data surrounding the strength of the economy, with large cap indices hitting fresh record highs throughout the month. Meanwhile, international stocks lost a bit of ground as Greece debt repayment concerns surfaced. That said, Europe might still hold some of the best opportunities going forward […]
Press Releases & News
- Convergent Grows Leadership Team in Washington, DC June 29, 2015 - Hires John T. Elmes, CFA® as President WASHINGTON, DC – Convergent Wealth Advisors is pleased to announce that John T. Elmes has joined the firm as President. Mr. Elmes will be an integral part of the leadership team, responsible for the client facing organization, the investment deliverable, and contributing to the national business development efforts. […]
- Putting Q1’s Economic Slowdown in the Rear-View Mirror June 8, 2015 - Much attention was placed on the recent Commerce Department report showing that the U.S. economy shrank in the first quarter. While worrisome on the surface, as quarterly contractions are rare during expansions, a deeper look suggests this might not be a harbinger of a protracted slowdown or recession. Rather, it appears to be reflective of […]
CWA and Independence recognized by: