-
Independence by Convergent delivers to the $1 million investor the strategies and techniques used by the $100 million investor through a revolutionary combination of technology, financial expertise, and personal service.
-
At Independence by Convergent, by determining your goals, risk tolerance, and investing preferences, we develop a custom portfolio based on research dedicated to help you participate when the market is rising and enjoy downside protection when it’s not.
-
Independence could mean many different things to you. To us, it means accomplishing each of your investing goals and helping you achieve financial liberty. The name tells you everything, because no matter how you define it, we’re focused on your independence.
-
Our philosophy is simple. We structure each portfolio to help achieve your specific goals while maintaining an appropriate level of market volatility protection. We don’t sell proprietary products or services, and there are no hidden fees – just objective, independent advice.