William deButts

Functions as a College/University

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.

Edge Advisors manages active, index-based, and illiquid investments according to client’s goals and market conditions. The firm customizes client portfolios and tailor every solution to each client’s circumstance—the RealizeMORE™ component of their effective wealth management and financial planning approach. They achieve this via a highly disciplined process and varied perspectives on potential solutions and expected outcomes.

Provides financial advisory services

Edge Capital primarily allocates client assets among mutual funds or external managers of separately managed accounts, exchange-traded funds and private investment fund managers. They seek to employ investment strategies that are consistent with clients’ financial goals. These strategies may use one or more investment vehicles to construct a client portfolio.

NewEdge Wealth believes that asset allocation and investor behavior are primary drivers of investment returns. When providing asset allocation advice, the firm assists clients in the review and establishment of an asset allocation plan across a client?s entire portfolio and makes recommendations based on the client?s investment objectives, risk tolerance and market conditions. In the discretionary program, they monitor the client?s portfolio for deviations from the asset allocation plan (within certain agreed upon parameters) and, for assets over which the firm can exercise discretion, may make adjustments to bring the portfolio into conformity the client?s plan.