Bal_IDEA_60-40_FS_9-30-23 - Confluence Investment Management

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Confluence Investment Management LLC
20 Allen Avenue, Suite 300
Saint Louis, MO 63119
Phone: (314) 743-5090
Fax: (314) 743-5205
Email: info@confluenceim.com

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This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.

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