Services

Experienced Professionals

We can’t control the market, but we can control the service we provide. At Independence, our advisors are well-rounded professionals with extensive experience working with high net worth families. That experience allows us to proactively identify potential solutions to your challenges often before you know there is an issue.

We focus on your entire portfolio—not just one element of it. Our service and advice expands across your entire spectrum of assets and investments, giving you the ability to direct and manage from a single point of contact. Exceptional, proactive service is what differentiates Independence by Convergent™ from the competition.   

Independence by Convergent™ clients receive the research benefits and insights of Convergent’s research team, the Investment Strategy Group. With decades of collective experience, our research professionals have well-established relationships within the investment management community that provide unique access to investment opportunities typically reserved for the ultra-affluent. The analyses provided by the Investment Services Group include:

• Tactical asset allocation recommendations designed to capture current opportunities or mitigate risk;
• Flexibility regarding portfolio structure and goals, with specialized managers designed to provide diversification within traditional portfolios; and
• Exposure to non-correlated asset classes, such as real assets and opportunistic credit, which seek to further mitigate risk.

Technology

Independence Interface ^TM

Our integrated use of technology is designed to enhance interaction with your wealth advisor. By employing a variety of new innovations, Independence by Convergent™ delivers timely, individual advice and tools that include:

• Face-to-face video conferencing through an Apple iPad issued to each client;
• Access to all documents and reporting tools through a secure online vault;
• Consolidated performance reporting for all your Independence by Convergent™ assets.