Talk with us:
A dedicated manager selection team identifies the money managers believed to have:
Convergent Wealth Advisors maintains working files for more than 3,000 money managers. We continue to analyze the attractiveness of each manager.
Quantitative and qualitative data on over 65,000 investment funds and strategies are used to analyze the performance and attractiveness of managers.
|Manager Evaluation and Comparison||
|Ongoing Reviews and Monitoring||
|Proactive Initiatives and Communications||
To learn more about how our network of investment talent and ideas can help you achieve your financial goals, please contact us at (800) 773-7100.
City National Bank retains its affiliate, Convergent Wealth Advisors, to provide due diligence and recommendations on individual managers. The due diligence process is adapted according to the type of legal construct of the investment (L.P., separately managed account, open-end mutual fund, ETF, etc.), taking into consideration the industry regulations and transparency, among other factors.