Jarrett Franklin Solomon

Functions as a College/University

Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds.

CTWM primarily employs fundamental analysis methods in developing long-term investment strategies for its clients. The firm uses asset allocation strategy in managing clients’ assets. Their in-house Investment Committee meets regularly to discuss strategies to mitigate their clients' risk. CTWM may buy and sell positions that are more short-term in nature, depending on the goals of the client and/or the fundamentals of the security, sector or asset class.