Convergence Investment Partners, LLC

Convergence Investment Partners, LLC is a private investment firm based in Palm Beach Gardens, Florida, specializing in managing U.S. equity strategies for high-net-worth individuals, corporations, and other entities. The firm employs a combination of fundamental stock selection and advanced technology to develop systematic investment strategies aimed at achieving superior returns across various market cycles. Their investment approach includes dividend growth, large-cap indexing, and strategic active tax management, with a focus on dividend-paying growth stocks.

Convergence utilizes quantitative, technical, and fundamental analysis, supported by in-house research, to inform its investment decisions. The firm operates as a subsidiary of Nile Capital Group, LLC, and offers services such as portfolio management for individuals, small businesses, investment companies, and institutional clients. As of 2024, Convergence Investment Partners manages approximately $233.5 million in assets across 349 accounts, with a team of four financial advisors.