Our motto is ‘Invest Well. Manage Well. Live Well.’ Most firms in this industry focus solely on the first one, and stop there. At Convergent Wealth Advisors, we believe that investing well is only the first step toward the ultimate goal of living well.
WASHINGTON, DC (PRWEB) July 21, 2014
Financial Times has distinguished Convergent Wealth Advisors as one of the Top 300 Registered Investment Advisers in the U.S. in the 2014 list. This firm acknowledgment follows other recent accolades from publications such as Barron’s and Forbes, further solidifying Convergent’s strong presence in the wealth management space. According to the Financial Times, demand for high-caliber registered investment advisors is expected to continue to rise and mature as managing wealth becomes more complex.
Convergent President and COO Douglas Wolford states, “Our motto is ‘Invest Well. Manage Well. Live Well.’ Most firms in this industry focus solely on the first one, and stop there. At Convergent Wealth Advisors, we believe that investing well is only the first step toward the ultimate goal of living well.”
Dave Zier, CEO, adds, “I believe Convergent’s success as a wealth manager is a direct result of our personal commitment to our clients—a commitment that we have sought to deliver with quality client care and service over the past 20 years.” As the art and science of wealth management evolves, Convergent’s growth will continue to be underpinned by the firm’s steady resolve to embrace new technology and dedication to improving the client experience.
About Convergent Wealth Advisors
Convergent Wealth Advisors is a recognized industry leader in wealth management, managing over $8 billion in assets (as of March 31, 2014). Convergent provides investment consulting services and customized wealth management solutions to ultra-high net worth individuals and family offices with investable assets of $10M and more. Independence by Convergent™ is a division of Convergent focused on servicing clients with $1 million and more in investable assets.
City National Bank is backed by $29.7 billion in total assets (as of December 31, 2013), and provides banking, investment and trust services through 77 offices, including 16 full-service regional centers in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. The company and its investment affiliates manage or administer $66.4 billion in client investment assets as of March 31, 2014. City National is the 25th largest American commercial bank by asset size.
Convergent has offices in Washington, DC, Los Angeles, New York, and Portland, OR.
Media Contact: Douglas Wolford | 301.284.1112 | Doug(at)Wolford(at)ConvergentWealth(dot)com
Disclosure: The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Non-deposit investment products are not FDIC insured, are not deposits or other obligations of City National Bank, are not guaranteed by City National Bank and involve investment risks, including the possible loss of principal.
Convergent is a majority-owned subsidiary of Convergent Capital Management, which is a subsidiary of City National Corporation (NYSE:CYN), the parent company of City National Bank.