To download the investment advisory contract, please click on the link below.

• Confluence Advisory Contract

Prospective clients and advisors, please see our Disclosure
Document (Form ADV – Part II) below.

• Confluence Disclosure Brochure (Form ADV – Part IIA)
• Confluence Disclosure Brochure Supplement (Form ADV – Part IIB)
• Confluence Privacy Policy
• Confluence Social Media Disclosures