Investment Management

What it is

Investment-ManagementWe work nonstop to make your whole investing experience more rewarding and less volatile—so you can comfortably take care of the things that matter most to you. Our disciplined, long-term investment approach results in a deeply diversified, global portfolio fine-tuned to your financial goals. And your Confluence Wealth Management advisor will personally guide you through all the uncharted waters of investment territory.

Depending on your needs, we apply the services below to create an investment portfolio that provides appropriate returns for your situation and reduced volatility over the long term.

  • Asset Allocation Strategies
  • Concentrated Stock/Stock Option Planning
  • Investment Performance Reporting
  • Investment Policy Statements
  • Portfolio Diversification Strategies

How it works

First, we meet with you to learn about your life goals and explain how solid investment management can support them. Based on our conversations with you and the expertise of our investment committee, we will:

  • Review your current financial situation and investments
  • Consider the mix of investments that will best serve to maximize returns while minimizing risk
  • Draw on our investment committee findings to determine the appropriate balance of assets and select specific stocks, bonds and fund managers to balance and diversify your portfolio
  • Regularly monitor, manage and adapt your portfolio based on capital market developments and any personal events that affect your financial situation