GROW your money fasteR

WE HELP YOU KEEP MORE OF YOUR MONEY AND

MEET YOUR GOALS FASTER BY:

  • Using low-cost ETF's (Exchange-Traded Funds)

  • Never charging for trades

  • Doing regular portfolio rebalancing 

  • Tax planning for investments so you pay as little taxes as possible

  • Investing at the minimum risk level required to meet your money goals

  • Using different investment strategies for different types of accounts based on when and how you want to use your money

WHAT ARE Etf's?

An exchange-traded fund is a security that tracks an index, a commodity, or a basket of assets just like an index fund, but trades like a stock on an exchange.  We use both stock and bond ETFs in our portfolios because of the liquidity, diversification, and low management fees they offer.

steady like the tides

Though the tides rise and fall, they are so steady that they act as nature's clockWe help you stay invested for the long-term, so you are more likely to achieve your goals. Otherwise, the temptation to chase "hot tips" for quick profits and emotional reactions to market changes can undermine your long-term investing success. Stay on mission and stay steady with us.

how we invest

When you invest with us, you are diversified in global asset classes while still balancing the risk within each asset class. This strategy is based on Efficient Market Theory and Modern Portfolio Theory by Nobel Prize winner Harry Markowitz. The basic pillars of the theory are the relationship of risk and return, portfolio diversification, and the efficient frontier. In other words, we will guide your investments to a targeted rate of return and risk designed just for you.

what about market risk?

As sure as there are sharks in the ocean, there is risk in the market. We use Riskalyze technology to understand how much risk you are comfortable with and personalize your portfolio recommendations based on that.  We guide you to take as little risk as possible to meet your money goals.

You can try an abbreviated version of Riskalyze, which is based on the Nobel Prize-winning Prospect Theory, right now to get a feel for how we quantify your personal risk tolerance. (Only our clients get access to the full version.)

CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

INFO

3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

SUBSCRIBE TO OUR BLOG

(Your information stays safe with us.)

© Copyright Convergent Financial Group 2020