Services

Independent Investor

As an independent investor you likely have many demands and obligations for your time, including the management of your portfolio. In today's highly volatile markets with increased risk, working with Independence by Convergent™ can provide you with a secure plan designed to help pave the way to your financial freedom. We offer you access to institutional fee share class mutual funds and online reporting to help get you there sooner.

Seeking a Wealth Advisor

Managing wealth can be an extremely difficult task. Money doesn’t come with instructions.  Knowing when, where, and how to invest your money is a complicated path to navigate. Whether you’re a manager of your family’s wealth, a senior executive, or anything in between, Independence by Convergent™ can help you design an intelligent investing plan with a clear route to your financial goals.

Replacing a Current Advisor

Although you may already be investing with a different advisor, it’s possible that you could be earning higher returns with less risk. Or you may prefer a different investing style and services that your current advisor cannot provide. Independence by Convergent™ collaborates with you to create a customized portfolio strategy focused on mitigating risk while maintaining a goal of earning the highest returns possible.