Confluence Capital Advisors, LLC

Confluence Capital Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a suitable portfolio. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, education planning, divorce financial planning, financial forensics, business valuations, and debt/credit planning. Confluence CA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds, hedge funds, private equity funds, real estate and other private placements.