Vergence Partners provides investment, plan, and fiduciary process consulting services to retirement plan sponsors. We work with corporate, non-profit, multi-employer, and governmental plans of all sizes.
Our Approach is Institutional. Our Delivery is Personal.
We’re a boutique firm that focuses solely on retirement plan consulting. For over 20 years, we’ve worked with some of the most sophisticated sponsors and complex plans in the country. With a unique blend of experience and knowledge, our services are always performed and delivered by senior personnel and specifically tailored to our clients’ needs. Our firm was designed from its foundation to deliver sophisticated capabilities at real value to retirement plan sponsors – without conflicting priorities or lines of business.
There are a lot of consultants out there. We’re different.
UNIQUE PERSPECTIVE
Even the most impressive capabilities lose impact if applied without proper perspective. Our perspective comes from our experience.
The two partners have been directly involved in virtually every aspect of institutional plan management: as an innovative plan sponsor and a participant educator; as managed account pioneers and recordkeepers; as investment analysts and consultants. We understand challenges and motivations from the standpoints of sponsors, participants, and providers. Our combination of perspective and experience enables us to foresee and avoid potential problems and develop creative, workable solutions.
Client-first structure
Expectations for cost, flexibility, and transparency have changed dramatically. Our firm is built for today’s environment.
By building our firm to focus solely on serving institutional retirement plan sponsors, we deliver the knowledge and services that our clients need without conflicting interests, products, or business lines. Because we’re a small firm with a specialized niche, we have the agility to innovate and customize our services specifically to our clients’ needs. We aren’t burdened by one-size-fits-all policies that can dominate large organizations, and we don’t have an expensive legacy compensation structure.
Institutional Approach
We know that carefully crafted and observed fiduciary processes are vital to the success of plan sponsors - and participants.
Institutional retirement is in our DNA. Our approach is designed to provide clients with the structure, insight, and support they need to be prudent fiduciaries and offer a competitive plan benefit to their employees. We don’t over-simplify. Instead, we promote clarity by presenting comprehensive, thorough materials and focusing attention where needed. We never rely on generic quantitative measures or models.
Value
Your consulting investment can have a more significant impact for you, your employer, your plan, and your participants.
We started Vergence Partners with one fundamental goal: to deliver truly institutional-grade investment and plan consulting services to retirement plan sponsors at a reasonable cost. By leveraging our broad experience, building an efficient, modern business structure, and bringing robust institutional process to each engagement, we’re able to deliver high quality services at sensible fees.