Confluence Investment Management LLC is an independent, SEC Registered Investment Advisor located in St. Louis, Missouri. We provide professional portfolio management and advisory services to institutional and individual clients. The Confluence team continues their mission which began at their predecessor firms, Gallatin Asset Management and A.G. Edwards & Sons, serving the needs of investors.
The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication, with more than 350 years of combined financial experience and 140 years of portfolio management experience. We develop innovative investment products for our clients, and our disciplined investment process and performance have stood the test of time across a broad range of economic and market cycles. Our core investment strategies are Equity Strategies, Balanced Accounts, Asset Allocation Portfolios, and Alternative Investments.