Knowledge is good; Knowledge levered with experience is powerful. 

Together, the two partners at Vergence have four decades of real-world, first-hand institutional retirement experience. It encompasses investments, recordkeeping, participant services – even plan sponsorship.

Our delivery Is personal.

We’re a boutique firm that focuses solely on retirement plan consulting. With an uncommon blend of experience and knowledge, our services are always delivered by senior personnel and specifically tailored to our clients’ needs. Our firm was built to deliver sophisticated capabilities at real value – without conflicting lines of business or priorities.

Our approach is institutional.

We’ve honed it over years of working with some of the most experienced and complex plan sponsors in the country. It’s built on a foundation of comprehensive, repeatable, and thoughtful fiduciary processes. Our approach is designed to provide clients with the structure, insight, and support they need in order to be prudent fiduciaries, and to offer valuable plan benefits to their employees.

We don’t see ourselves as a vendor.

We view ourselves as an extension of the sponsors and investment committees with whom we work. When we commit to working with a client, we do it as an ERISA 3(21) co-fiduciary. We offer a range of services that are broad enough to provide customized support to each unique client and span fiduciary, investment, and plan design disciplines.

Uncommon Perspective.

Even the most impressive capabilities lose impact if they’re applied without appropriate perspective, and our perspective comes from our experience. The two partners have been directly involved in nearly every aspect of institutional plan management:  as an innovative plan sponsor and a participant educator, as recordkeepers and managed account pioneers, as investment analysts and consultants. We understand challenges and motivations from the standpoint of sponsors, participants, and providers.  This allows us to foresee and avoid potential problems, as well as develop creative, workable solutions.

Client-First Structure.

By building our firm to focus solely on serving institutional retirement plan sponsors, we can 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 as well as customize our services specifically to our clients’ needs. We aren’t burdened by one-size-fits-all policies that can dominate large organizations.  

Institutional Approach. 

Our approach is designed to provide clients with the structure, insight, and support they need in order to be prudent fiduciaries, as well as to offer a competitive plan benefit to their employees. We know that carefully crafted and observed fiduciary processes are key to the success of plan sponsors (and participants). We don’t over-simplify, we clarify; we present comprehensive, thorough materials, then focus attention where it’s needed. 

Core Values.

Our core values of integrity, independence, and devotion are incorporated in every action we take. We understand the impact that our work can have on the lives of individuals; helping sponsors and participants achieve their goals is our mission.  

Customized Service.

We work with each client to determine which specific services are required to meet their needs and how best the delivery of those services can be tailored to match their organization’s culture and preferences. In each relationship, we want to ensure that expectations are clearly set, mutually agreed to, and then delivered upon. 

Senior-Level Interaction.

Every aspect of our service is delivered by the partners, from investment reviews to investment due diligence to coordination with other providers. Our broad experience helps us work with clients to implement prudent processes and strategies, avoid problems before they occur, and facilitate the success of both plan sponsors and participants. 

teamwork.

We believe that there shouldn’t be an adversarial relationship between a plan’s consultant and their other providers. We want to be an integral, trusted extension of the investment committees we serve.

Value is the bottom line. 

We started Vergence Partners with one key goal: to deliver truly institutional-grade investment and plan consulting services to retirement plan sponsors at a reasonable cost. 

• We combine big firm experience, knowledge, and tools with small firm agility, personal delivery, and lower overhead

• Our uncommon perspective allows us to understand challenges from multiple standpoints, avoid potential pitfalls, and develop creative, workable solutions

• Our client-first structure eliminates conflicts of interest and maximizes time and attention paid to the needs of our clients

• Our focused, institutional approach identifies and addresses the real sources of fiduciary risk, and provides customized, sophisticated advice and reporting

How can we help you?

We would appreciate the opportunity to find out more about your plan as well as share more details about Vergence Partners.  In addition, we would be happy to provide a quote for consulting services that you can include in your due diligence files.

Send us an email or give us a call; We’re happy to talk.

• We’ll set up a discussion to hear your concerns, give you our thoughts, and see if we’re a good fit

• We’ll determine, together, what your organization needs and the best way we can help

• We’ll provide a quote for a flat fee