Convergence Investment Partners provides investment management services to individuals, trusts, estates, charitable organizations, corporations, insurance companies, business entities, and investment companies. Convergence also acts as a subadvisor for other investment advisors. The firm offers several separate account strategies, including Long/Short Equity, Dividend Growth, Domestic Strategic Active Tax Management, Unbiased Equity, and Small Cap Opportunities. Convergence also advises an exchange traded fund (ETF).
Fee Structure
Convergence Investment Partners' investment management fees vary based on the client and strategy, typically based on the value of your portfolio. Fees range up to 0.50% per year, except for the Long/Short Equity Strategy, which can be up to 0.95% per year. Some clients in the Active Tax Management Strategy pay fees according to a tiered schedule. Fees are paid quarterly.