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
View Top Employees from Confluence Investment ManagementWebsite | http://www.confluenceinvestment.com |
Revenue | $5 million |
Employees | 51 (51 on RocketReach) |
Founded | 2007 |
Address | 20 Allen Ave Suite 300, St. Louis, Missouri 63108, US |
Phone | (314) 743-5090 |
Fax | (314) 743-5205 |
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Industry | Financial Services, Finance General, Portfolio Management, Finance, Asset Management, Value Investing, Risk Mitigation |
Web Rank | 9 Million |
Keywords | Conflueence Asset, Confluence Investment Management, Llc, Jacksonian Hamiltonian Wilsonian Jeffersonian, "Reading List" "Great Convergence" Richard Baldwin, Confluence Im |
Competitors | Boston Advisors, J Safra Asset Management Corporation, Wainwright Investment Counsel |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Confluence Investment Management employee's phone or email?
The Confluence Investment Management annual revenue was $5 million in 2024.
Mark Keller is the Chief Executive Officer, Chief Investment Officer of Confluence Investment Management.
51 people are employed at Confluence Investment Management.
Confluence Investment Management is based in St. Louis, Missouri.
The NAICS codes for Confluence Investment Management are [5239, 52393, 523, 52].
The SIC codes for Confluence Investment Management are [628, 62].