Confluence Balanced Accounts are an efficient way to combine equity and fixed income exposure in a single account, designed for long-term investors seeking capital appreciation from equities along with the stability and lower volatility traditionally available from bonds. The equity allocation invests in one of Confluence’s Value Equity strategies paired with Confluence’s Fixed Income strategy (Taxable or Tax-Exempt), as indicated by the investor.
Equity-to-fixed income ratios are generally available in increments of 10%, ranging from 80/20 to 30/70, so investors can select their target allocations according to their investment objectives. Our Balanced Account portfolio management can accommodate systematic deposits or withdrawals and includes rebalancing as market drift occurs.
Below are examples of Balanced Accounts implemented by combining a Confluence Value Equity strategy with the Confluence Fixed Income strategy.
Balanced Large Cap Value