Confluence Investment Management LLC is an independent, Registered Investment Advisor located in St. Louis, Missouri. The firm provides 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 comprises experienced investment professionals who are dedicated to an exceptional level of client service and communication, with more than 400 years of combined financial experience and 200 years of portfolio management experience. The firm develops innovative investment products for its clients, and its disciplined investment process and performance have stood the test of time across a broad range of economic and market cycles. Confluence’s core investment strategies are Equity Strategies, Balanced Accounts, Asset Allocation Strategies, International Strategies and Alternative Investments.