How to work with us
Whichever way you come in, you get the same portfolios, the same live evidence and direct access to the people who built them. You can stop at any step.
Alpha Convergence as a sub-advised SMA, listed on the Schwab Managed Account Marketplace and delivered on your paper. Your client stays at Schwab, you stay the adviser, we supply the investment engine.
For sophisticated individual investors. Your account is at Charles Schwab in your name; we make the investment decisions and do not hold client funds or securities. Fee-only, with no commissions and no performance fees.
Four steps
Regime, period status and aggregate alpha, updated each trading day. No sign-up. The live record
A live screen-share of FlightDeck with the CIO, including position-level detail. Book it
Form ADV, the factsheet, the white paper and its full table of tests, daily reconciled returns and the validation reports. The kit
A separately managed account at Schwab, or sub-advisory on the Schwab platform. Terms and fees
Not ready to talk?
The same test battery our clients receive every week, favorable or not, is on these pages, updated every trading day.
Backstage tour
A live screen-share of FlightDeck with Mark Tennenbaum, CIO: the command center driven in real time, how today’s market is classified and what the book does about it, and the record with the tests behind it.
