Experience. Commitment. Stability.
Investment Advisory
The Investment Advisory 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
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.
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.
