Private Asset Management stated that Convergent Wealth Advisors has been awarded for its excellence of client service for its investment platform.
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For the award ceremony, in attendance were Convergent’s president and COO, Douglas Wolford, and Ken Handy, director of Convergent’s New York City office.
"Wealth can be complicated. We strive to make the client experience understandable and manageable. This award highlights Convergent’s commitment to creating tailored solutions designed for wealth protection, growth, and managing downside risk. We continue to push to deliver distinguished investment and service capabilities to meet the investment and lifestyle goals of wealthy individuals and families," said Wolford.
Convergent Wealth Advisors was founded in 1994 and has pioneered open architecture investing, building a strong in-house research capability, embracing contrarian perspectives and alternative investments, and providing consolidated performance reporting.
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