Confluence Investment Management

www.confluenceinvestment.com

Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach. Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication. We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles. http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf

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Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach. Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication. We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles. http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf

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Country

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State

Missouri

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City (Headquarters)

St. Louis

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Employees

11-50

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Founded

2007

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Vice President - International Equities

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Information Officer - Asset Allocation

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer - Asset Allocation

    Email ****** @****.com
    Phone (***) ****-****

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