Terms of Use

This website is a publication of Vergence Institutional Partners LLC. Vergence Institutional Partners LLC makes the information on this website available as a service to visitors, to be used for informational purposes only. This site contains general information pertaining to Vergence’s advisory services, along with access to additional investment-related information, publications, and links.  The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors based on information available as of the date of publication and are subject to change. 

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on our firm and its services. 

The publication of this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell securities. 

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for the information, services, or products found on websites linked hereto. The fact that links are provided does not constitute an endorsement of, or affiliation with, the authors or sponsors of any linked website or material on the part of Vergence Institutional Partners LLC.

Vergence Institutional Partners LLC does not provide legal or tax advice. Please consult your tax or legal advisor to address your specific circumstances.

Investing in securities involves risk of loss that you should be prepared to bear. There can be no guarantee that the future performance of any specific investments, including those that Vergence Institutional Partners LLC may recommend, will be profitable or will equal any level of historical performance. No advice may be rendered by Vergence Institutional Partners LLC unless a client service agreement is in place.

Information on this web site is directed toward U.S. residents only. Vergence Institutional Partners LLC is registered as an investment adviser with MA, MI, RI, and TN. Vergence Institutional Partners LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. 

A copy of Vergence Institutional Partners LLC’s current written disclosure brochure discussing our business operations, services, and fees is available from upon request.