Fast Facts
Company Overview
Convergent Capital Management is a diversified asset
management holding company. [an error occurred while processing this directive] CCM’s affiliates provide world-class
investment services to individuals and institutions throughout
the United States. |
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Convergent Capital Management’s parent company is City
National Corporation (NYSE: CYN), a publicly-held financial
services firm with a long-term commitment to the asset management
business.
Progressive Partnership
Convergent Capital approaches its relationship with its affiliates
as a Progressive Partnership. A Progressive Partnership is
one in which CCM serves not only as our affiliates’ financial
partner, but also as their trusted advisor.
CCM operates on three key principles:
- Shared ownership – Equity is a key
motivator for our affiliates.
- Independence – Affiliates maintain operational autonomy.
- Adding value – Affiliate
organizations are CCM’s clients.
Strategies for Growth
CCM's strategy is to generate growth by adding new affiliates as well as by fostering the growth of existing affiliates.
We invest in a broad range of asset management and related firms, including investment counselors, asset managers and distribution platforms.
Advisory Affiliates
- AMBS Investment Counsel, Grand
Rapids , MI
- CCM Advisors, Chicago , IL
- Clifford Swan Investment Counsel, Pasadena , CA
- Convergent Wealth Advisors, LLC, Rockville, MD
- Lee Munder Capital Group, LLC, Boston, MA
- Mid-Continent Capital, Chicago , IL
- SKBA Capital Management, San Francisco , CA
Advisory Support Services
- CCM Family Advisors, Beverly Hills, CA
Capabilities
CCM Affiliates provide a wide variety
of outstanding products and services to individuals and institutions
throughout the United States including:
- US Value Equity
- US Growth Equity
- US Core Equity
- Socially Responsible Equity
- US 130/30 Strategies
- International Equity
- Balanced Portfolios
- Core Fixed Income
- Intermediate Fixed Income
- Short Term Fixed Income
- Alternative Investments
- Investment Counseling Services
- Charitable Remainder Trust Management and Administration
To enquire about an affiliate’s services, please contact them
directly, or to enquire generally about CCM affiliates, please contact a
member of the CCM management team.
Headquarters
Convergent Capital Management LLC
190 South LaSalle St. Suite 2800
Chicago, Illinois 60603
Phone 312.444.6000
Fax 312.444.6034
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