Experience. Commitment. Stability.

Investment advisory

The Investment Management Team is the core engine of our business, bringing together more than 170 years of combined experience to build portfolios focused on achieving specific, qualitative, client-centered outcomes.


THE MISSION

Our Investment Advisory Team exists to create a consistent process of constructing and
managing portfolios so that our clients can have success.

CORE BELIEFS

We believe in objective-based investing.

Clients are best served by investing to a stated investment outcome, rather than arbitrary
benchmarks.

We believe in investing with a long-term perspective.

Staying fully invested with a long-term, strategic asset allocation is key to achieving long-term
goals outlined in the financial planning process.

We believe in taking an active approach.

Actively managed portfolios can be best constructed by incorporating both active and
passive management, as well as various investment vehicles.

The Confluence Way

Our approach gives clients the benefit of collaboration between advisor and the investment committee responsibility of portfolio construction, management, and oversight. Firm leadership is directly involved with the committee and a dedicated investment professional oversees the day-to-day and long-term viability of the department.

the_confluence_way

Investment Advisory committee

investment advisory collaboration

A team-approach for optimizing outcomes

Our Investment Advisory team gives clients the benefit of collaboration between advisor and the investment committee responsibility of portfolio construction, management, and
oversight. Local firm leadership is directly involved with the committee and a dedicated investment professional oversees the day-to-day and long-term viability of the team.

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